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
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.09M
3
+$2.62M
4
PTON icon
Peloton Interactive
PTON
+$2.46M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.37M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.48M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
TRV icon
Travelers Companies
TRV
+$3M

Sector Composition

1 Technology 19.31%
2 Financials 9.52%
3 Healthcare 8.16%
4 Consumer Discretionary 8.06%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$90K ﹤0.01%
652
552
$89K ﹤0.01%
3,550
553
$89K ﹤0.01%
3,877
+223
554
$88K ﹤0.01%
1,001
-3
555
$88K ﹤0.01%
2,270
-76
556
$87K ﹤0.01%
4,595
557
$86K ﹤0.01%
1,900
558
$86K ﹤0.01%
2,050
559
$86K ﹤0.01%
832
-61
560
$85K ﹤0.01%
2,329
561
$85K ﹤0.01%
355
562
$85K ﹤0.01%
1,055
563
$85K ﹤0.01%
1,000
564
$84K ﹤0.01%
1,027
565
$83K ﹤0.01%
1,747
-129
566
$83K ﹤0.01%
553
567
$83K ﹤0.01%
300
-10
568
$82K ﹤0.01%
2,573
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569
$81K ﹤0.01%
2,000
570
$80K ﹤0.01%
940
571
$80K ﹤0.01%
2,735
572
$79K ﹤0.01%
1,266
573
$79K ﹤0.01%
650
574
$78K ﹤0.01%
652
575
$78K ﹤0.01%
2,100
+50
21 22
23
24 25