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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$160K 0.01%
2,900
-280
427
$159K 0.01%
734
-45
428
$158K 0.01%
5,659
-708
429
$158K 0.01%
2,000
-100
430
$153K 0.01%
6,749
431
$146K 0.01%
2,196
432
$146K 0.01%
+3,650
433
$145K 0.01%
4,126
434
$145K 0.01%
1,672
435
$143K 0.01%
2,900
436
$143K 0.01%
7,815
-8,085
437
$138K 0.01%
915
-5
438
$136K 0.01%
+24,000
439
$134K 0.01%
6,236
440
$134K 0.01%
2,550
441
$134K 0.01%
1,503
+928
442
$134K 0.01%
2,667
-350
443
$133K 0.01%
2,763
444
$132K 0.01%
5,043
-4,177
445
$130K 0.01%
765
446
$129K 0.01%
1,285
447
$128K 0.01%
3,800
-125
448
$127K 0.01%
4,500
449
$126K 0.01%
459
450
$125K 0.01%
4,336
-8,475
16 17
18
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