WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$320K 0.01%
3,029
402
$319K 0.01%
3,716
403
$318K 0.01%
3,804
404
$317K 0.01%
1,568
405
$316K 0.01%
7,584
+560
406
$312K 0.01%
2,217
407
$312K 0.01%
3,178
408
$310K 0.01%
2,700
409
$306K 0.01%
2,083
-600
410
$304K 0.01%
8,500
+2,000
411
$302K 0.01%
459
412
$300K 0.01%
2,894
+138
413
$300K 0.01%
2,768
-462
414
$300K 0.01%
6,016
-3,303
415
$298K 0.01%
10,303
416
$298K 0.01%
7,235
-1,085
417
$295K 0.01%
3,170
418
$294K 0.01%
1,615
+110
419
$289K 0.01%
15,354
420
$289K 0.01%
6,172
421
$288K 0.01%
1,890
422
$282K 0.01%
935
423
$279K 0.01%
4,708
424
$277K 0.01%
7,575
425
$277K 0.01%
3,200
15 16
17
18 19