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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$113K ﹤0.01%
398
552
$112K ﹤0.01%
1,000
553
$112K ﹤0.01%
945
554
$112K ﹤0.01%
2,735
555
$112K ﹤0.01%
4,595
556
$110K ﹤0.01%
1,052
+120
557
$109K ﹤0.01%
8,295
558
$106K ﹤0.01%
1,030
559
$106K ﹤0.01%
1,616
-31
560
$105K ﹤0.01%
1,345
561
$105K ﹤0.01%
1,131
-31
562
$104K ﹤0.01%
957
+24
563
$104K ﹤0.01%
1,300
+650
564
$103K ﹤0.01%
1,136
-230
565
$102K ﹤0.01%
653
566
$101K ﹤0.01%
765
-512
567
$100K ﹤0.01%
2,979
+131
568
$100K ﹤0.01%
790
+25
569
$99K ﹤0.01%
643
570
$99K ﹤0.01%
1,194
-23
571
$98K ﹤0.01%
1,290
572
$97K ﹤0.01%
5,720
+5,500
573
$97K ﹤0.01%
1,900
574
$97K ﹤0.01%
1,498
-648
575
$97K ﹤0.01%
692
21 22
23
24 25