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
526
$134K ﹤0.01%
1,010
+40
527
$133K ﹤0.01%
1,000
528
$130K ﹤0.01%
135
-30
529
$130K ﹤0.01%
1,593
530
$129K ﹤0.01%
5,135
531
$129K ﹤0.01%
3,576
-3,576
532
$125K ﹤0.01%
360
-100
533
$122K ﹤0.01%
503
534
$122K ﹤0.01%
13,969
-965
535
$122K ﹤0.01%
1,000
536
$119K ﹤0.01%
2,500
537
$117K ﹤0.01%
9,782
+251
538
$116K ﹤0.01%
8,332
+51
539
$114K ﹤0.01%
1,833
540
$114K ﹤0.01%
783
541
$111K ﹤0.01%
1,100
542
$110K ﹤0.01%
13,300
543
$107K ﹤0.01%
1,605
-295
544
$107K ﹤0.01%
718
+75
545
$106K ﹤0.01%
1,190
546
$106K ﹤0.01%
973
547
$105K ﹤0.01%
4,140
548
$102K ﹤0.01%
1,106
549
$102K ﹤0.01%
3,101
+2,074
550
$102K ﹤0.01%
1,320
+17
20 21
22
23 24