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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$324K 0.01%
8,650
+1,590
402
$323K 0.01%
2,017
-200
403
$323K 0.01%
5,588
-889
404
$312K 0.01%
3,786
+5
405
$312K 0.01%
3,029
406
$308K 0.01%
1,751
-193
407
$308K 0.01%
4,550
+4,450
408
$308K 0.01%
1,386
409
$306K 0.01%
3,234
410
$303K 0.01%
6,574
+236
411
$302K 0.01%
1,646
412
$302K 0.01%
9,259
+59
413
$300K 0.01%
2,955
+61
414
$300K 0.01%
2,299
+409
415
$299K 0.01%
9,450
+1,750
416
$293K 0.01%
1,366
417
$293K 0.01%
10,559
+1,500
418
$291K 0.01%
3,804
419
$284K 0.01%
10,303
420
$281K 0.01%
935
421
$278K 0.01%
3,600
422
$278K 0.01%
2,700
423
$278K 0.01%
3,178
424
$277K 0.01%
2,083
425
$276K 0.01%
3,170
15 16
17
18 19