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
426
$276K 0.01%
3,234
-70
427
$272K 0.01%
3,781
+3,696
428
$270K 0.01%
2,436
429
$270K 0.01%
2,490
430
$270K 0.01%
8,434
+1,674
431
$269K 0.01%
7,700
-750
432
$269K 0.01%
1,500
433
$268K 0.01%
9,059
-3,581
434
$265K 0.01%
500
435
$264K 0.01%
5,200
436
$257K 0.01%
15,929
437
$254K 0.01%
686
+67
438
$248K 0.01%
6,338
439
$244K 0.01%
1,405
440
$242K 0.01%
2,102
441
$242K 0.01%
7,966
-563
442
$241K 0.01%
2,550
443
$239K 0.01%
1,586
444
$238K 0.01%
1,143
+52
445
$237K 0.01%
+4,600
446
$237K 0.01%
1,980
+180
447
$236K 0.01%
7,450
448
$234K 0.01%
1,450
449
$233K 0.01%
1,433
450
$232K 0.01%
1,662
16 17
18
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