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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$143K 0.01%
8,119
-552
427
$142K 0.01%
1,672
+131
428
$140K 0.01%
2,088
429
$139K 0.01%
391
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430
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2,700
431
$137K 0.01%
1,200
432
$135K 0.01%
6,050
433
$131K 0.01%
2,514
434
$130K 0.01%
2,250
435
$129K 0.01%
2,900
436
$129K 0.01%
2,980
437
$128K 0.01%
3,488
-75
438
$128K 0.01%
2,370
439
$128K 0.01%
2,384
440
$127K 0.01%
1,078
441
$127K 0.01%
3,262
442
$127K 0.01%
2,372
443
$126K 0.01%
7,067
+4,060
444
$126K 0.01%
4,740
-90
445
$126K 0.01%
1,064
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446
$125K 0.01%
1,140
447
$125K 0.01%
935
448
$124K 0.01%
13,544
449
$123K 0.01%
1,000
450
$123K 0.01%
4,600
+930
16 17
18
19 20