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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5.94M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1
+$8.33M
2
+$4.62M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$273K 0.01%
425
427
$272K 0.01%
2,550
428
$272K 0.01%
267
+154
429
$267K 0.01%
4,090
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430
$266K 0.01%
1,405
+41
431
$262K 0.01%
889
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432
$260K 0.01%
9,282
-6,546
433
$259K 0.01%
1,670
434
$257K 0.01%
4,306
+2,736
435
$257K 0.01%
7,100
436
$256K 0.01%
5,799
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437
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4,950
438
$252K 0.01%
1,500
439
$251K 0.01%
8,295
+16
440
$249K 0.01%
3,636
+1,096
441
$246K 0.01%
5,418
-150
442
$242K 0.01%
579
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443
$241K 0.01%
10,817
-6,442
444
$240K 0.01%
457
445
$240K 0.01%
1,433
446
$239K 0.01%
916
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447
$238K 0.01%
1,826
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448
$235K 0.01%
1,603
+100
449
$230K 0.01%
2,177
-475
450
$229K 0.01%
809
+240
16 17
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