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
501
$158K ﹤0.01%
1,676
+408
502
$158K ﹤0.01%
3,611
503
$158K ﹤0.01%
6,725
504
$157K ﹤0.01%
2,032
+33
505
$156K ﹤0.01%
1,230
506
$156K ﹤0.01%
8,807
-584
507
$155K ﹤0.01%
5,220
+373
508
$154K ﹤0.01%
1,821
-130
509
$153K ﹤0.01%
1,500
-102
510
$153K ﹤0.01%
+1,000
511
$153K ﹤0.01%
2,894
-36
512
$153K ﹤0.01%
3,046
+209
513
$152K ﹤0.01%
1,333
-10
514
$150K ﹤0.01%
516
+64
515
$144K ﹤0.01%
1,124
516
$141K ﹤0.01%
2,351
+1,125
517
$139K ﹤0.01%
2,634
+1,362
518
$139K ﹤0.01%
4,901
519
$139K ﹤0.01%
785
520
$138K ﹤0.01%
12,000
521
$138K ﹤0.01%
949
+123
522
$136K ﹤0.01%
1,787
523
$136K ﹤0.01%
4,462
+576
524
$136K ﹤0.01%
1,761
+18
525
$135K ﹤0.01%
2,735
19 20
21
22 23