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
526
$74K 0.01%
2,500
527
$73K 0.01%
745
528
$73K 0.01%
2,065
529
$73K 0.01%
+652
530
$73K 0.01%
478
+420
531
$71K ﹤0.01%
172
532
$71K ﹤0.01%
951
-239
533
$71K ﹤0.01%
2,954
534
$70K ﹤0.01%
373
+140
535
$68K ﹤0.01%
450
536
$67K ﹤0.01%
1,325
537
$67K ﹤0.01%
1,729
538
$66K ﹤0.01%
1,007
539
$66K ﹤0.01%
2,782
540
$66K ﹤0.01%
4,281
541
$66K ﹤0.01%
1,017
542
$65K ﹤0.01%
676
+286
543
$65K ﹤0.01%
3,322
544
$65K ﹤0.01%
1,567
+735
545
$64K ﹤0.01%
3,450
546
$64K ﹤0.01%
1,585
547
$64K ﹤0.01%
1,500
548
$64K ﹤0.01%
406
549
$63K ﹤0.01%
2,474
-30
550
$63K ﹤0.01%
1,130
20 21
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