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
476
$192K 0.01%
703
+71
477
$188K 0.01%
289
-17
478
$187K 0.01%
2,805
-189
479
$184K 0.01%
11,408
480
$181K 0.01%
2,280
-129
481
$179K 0.01%
1,582
+401
482
$178K 0.01%
3,225
-63
483
$175K 0.01%
3,866
484
$174K 0.01%
1,606
485
$172K 0.01%
203
+22
486
$169K 0.01%
1,642
+501
487
$168K 0.01%
5,737
488
$168K 0.01%
+6,666
489
$165K 0.01%
3,436
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490
$164K 0.01%
3,032
491
$163K 0.01%
1,435
492
$162K 0.01%
7,361
493
$161K 0.01%
348
494
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2,425
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495
$158K 0.01%
3,642
+623
496
$156K 0.01%
1,366
497
$154K 0.01%
4,336
498
$154K 0.01%
2,250
499
$153K 0.01%
1,584
500
$153K 0.01%
1,978
+135
18 19
20
21 22