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
451
$225K 0.01%
3,009
+76
452
$225K 0.01%
6,255
+587
453
$223K 0.01%
5,135
+40
454
$220K 0.01%
6,826
455
$220K 0.01%
3,707
+48
456
$218K 0.01%
15,962
457
$217K 0.01%
5,450
+49
458
$214K 0.01%
2,719
459
$213K 0.01%
3,003
460
$210K 0.01%
2,691
+136
461
$210K 0.01%
2,000
462
$209K 0.01%
1,548
+15
463
$209K 0.01%
1,334
-185
464
$208K 0.01%
2,148
465
$205K 0.01%
7,300
466
$204K 0.01%
2,754
+1,670
467
$204K 0.01%
6,080
+7
468
$202K 0.01%
10,368
469
$201K 0.01%
692
+331
470
$200K 0.01%
4,250
-13
471
$199K 0.01%
3,303
472
$197K 0.01%
2,122
-3,033
473
$197K 0.01%
5,051
-2,798
474
$195K 0.01%
2,038
+558
475
$194K 0.01%
2,887
+55
17 18
19
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