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
501
$91K 0.01%
559
502
$90K 0.01%
1,500
503
$90K 0.01%
2,146
504
$90K 0.01%
5,235
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505
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1,134
506
$88K 0.01%
1,900
507
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1,991
-35
508
$88K 0.01%
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509
$88K 0.01%
1,518
510
$87K 0.01%
2,849
+3
511
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3,544
-14
512
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459
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513
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1,480
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514
$83K 0.01%
680
515
$82K 0.01%
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-134
516
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900
517
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518
$81K 0.01%
600
519
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900
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1,133
522
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523
$76K 0.01%
4,865
524
$76K 0.01%
1,038
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525
$75K 0.01%
2,958
19 20
21
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