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
476
$193K 0.01%
1,833
477
$190K 0.01%
1,027
-18
478
$190K 0.01%
2,945
+35
479
$186K 0.01%
3,167
+325
480
$186K 0.01%
16,868
481
$183K 0.01%
12,008
+2,107
482
$179K 0.01%
2,970
+65
483
$179K 0.01%
7,000
-3,000
484
$178K 0.01%
600
-73
485
$178K 0.01%
3,200
486
$178K 0.01%
1,857
487
$175K 0.01%
534
488
$173K 0.01%
3,161
+535
489
$173K 0.01%
3,424
490
$171K ﹤0.01%
1,300
491
$169K ﹤0.01%
1,789
-1,066
492
$168K ﹤0.01%
1,732
-443
493
$167K ﹤0.01%
3,583
-847
494
$166K ﹤0.01%
2,080
-42
495
$164K ﹤0.01%
+292
496
$164K ﹤0.01%
4,110
497
$163K ﹤0.01%
947
498
$162K ﹤0.01%
1,584
499
$160K ﹤0.01%
16,798
-6,503
500
$160K ﹤0.01%
1,680
+84
18 19
20
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