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
576
$55K ﹤0.01%
285
+120
577
$55K ﹤0.01%
600
578
$55K ﹤0.01%
743
579
$55K ﹤0.01%
444
580
$55K ﹤0.01%
3,499
581
$55K ﹤0.01%
820
582
$54K ﹤0.01%
2,500
583
$54K ﹤0.01%
574
584
$54K ﹤0.01%
1,027
585
$54K ﹤0.01%
1,688
586
$54K ﹤0.01%
2,169
587
$53K ﹤0.01%
1,808
-25
588
$53K ﹤0.01%
827
589
$52K ﹤0.01%
705
590
$52K ﹤0.01%
903
-600
591
$51K ﹤0.01%
765
592
$51K ﹤0.01%
3,395
-8
593
$51K ﹤0.01%
620
594
$50K ﹤0.01%
1,235
595
$49K ﹤0.01%
1,244
+1,075
596
$49K ﹤0.01%
1,000
597
$49K ﹤0.01%
357
598
$49K ﹤0.01%
5,000
599
$48K ﹤0.01%
1,640
600
$48K ﹤0.01%
1,878
22 23
24
25 26