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
476
$106K 0.01%
1,175
477
$105K 0.01%
754
+199
478
$105K 0.01%
1,700
+1,000
479
$105K 0.01%
6,436
480
$105K 0.01%
1,740
481
$105K 0.01%
1,698
-138
482
$103K 0.01%
4,144
+1,250
483
$102K 0.01%
1,400
484
$101K 0.01%
2,699
485
$101K 0.01%
2,399
486
$100K 0.01%
21,746
487
$100K 0.01%
22,199
+3,491
488
$99K 0.01%
2,532
+2,505
489
$99K 0.01%
5,245
490
$99K 0.01%
1,647
491
$99K 0.01%
1,496
492
$99K 0.01%
1,800
493
$98K 0.01%
1,114
494
$97K 0.01%
1,050
495
$95K 0.01%
1,162
496
$95K 0.01%
911
497
$94K 0.01%
1,003
498
$93K 0.01%
2,000
499
$92K 0.01%
1,052
+101
500
$91K 0.01%
634
18 19
20
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