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
451
$122K 0.01%
2,440
+52
452
$122K 0.01%
3,200
453
$122K 0.01%
2,550
454
$122K 0.01%
2,739
+824
455
$121K 0.01%
1,400
456
$121K 0.01%
23,241
+3,667
457
$120K 0.01%
2,249
458
$120K 0.01%
2,100
459
$120K 0.01%
15,132
+10,056
460
$120K 0.01%
1,304
461
$119K 0.01%
810
462
$119K 0.01%
651
-41
463
$119K 0.01%
1,005
464
$119K 0.01%
3,021
465
$117K 0.01%
2,501
466
$116K 0.01%
2,340
467
$116K 0.01%
970
+100
468
$114K 0.01%
3,950
469
$114K 0.01%
1,030
470
$111K 0.01%
1,800
471
$111K 0.01%
7,283
-8
472
$111K 0.01%
2,817
473
$110K 0.01%
2,578
+815
474
$107K 0.01%
4,725
-6
475
$106K 0.01%
1,215
17 18
19
20 21