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
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.58M
3
+$5.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.79M

Top Sells

1
+$5.84M
2
+$3.2M
3
+$3.01M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$1.89M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$301K 0.01%
2,855
+2,702
402
$297K 0.01%
170
+3
403
$297K 0.01%
2,823
404
$294K 0.01%
1,646
405
$293K 0.01%
6,350
406
$291K 0.01%
3,274
+319
407
$290K 0.01%
4,400
-303
408
$289K 0.01%
4,403
-166
409
$285K 0.01%
6,728
+154
410
$285K 0.01%
2,001
+1
411
$283K 0.01%
+3,485
412
$278K 0.01%
4,721
+3,730
413
$275K 0.01%
1,636
-452
414
$273K 0.01%
9,339
+1,753
415
$273K 0.01%
835
-49
416
$272K 0.01%
5,591
-425
417
$271K 0.01%
1,812
+61
418
$266K 0.01%
+3,175
419
$266K 0.01%
2,782
+14
420
$265K 0.01%
3,788
+2
421
$263K 0.01%
7,598
422
$261K 0.01%
7,500
-1,000
423
$261K 0.01%
14,107
424
$260K 0.01%
5,200
425
$259K 0.01%
1,113
-50
15 16
17
18 19