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
451
$230K 0.01%
3,663
-775
452
$230K 0.01%
9,200
-825
453
$230K 0.01%
1,005
+101
454
$229K 0.01%
1,590
455
$226K 0.01%
6,762
456
$225K 0.01%
2,428
-871
457
$223K 0.01%
1,296
458
$223K 0.01%
2,359
+78
459
$219K 0.01%
2,813
460
$217K 0.01%
1,814
461
$214K 0.01%
14,329
462
$212K 0.01%
5,730
463
$211K 0.01%
630
464
$208K 0.01%
1,573
465
$206K 0.01%
6,714
-313
466
$204K 0.01%
1,277
+9
467
$204K 0.01%
2,120
+127
468
$203K 0.01%
4,122
469
$202K 0.01%
573
470
$200K 0.01%
2,300
471
$197K 0.01%
1,399
+73
472
$195K 0.01%
2,146
473
$195K 0.01%
2,782
474
$194K 0.01%
3,200
475
$193K 0.01%
2,900
17 18
19
20 21