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
576
$78K ﹤0.01%
519
+382
577
$78K ﹤0.01%
1,280
578
$78K ﹤0.01%
4,166
579
$78K ﹤0.01%
768
580
$77K ﹤0.01%
957
+311
581
$77K ﹤0.01%
574
582
$77K ﹤0.01%
635
+217
583
$77K ﹤0.01%
902
+899
584
$75K ﹤0.01%
2,782
585
$73K ﹤0.01%
1,142
586
$73K ﹤0.01%
1,092
-575
587
$73K ﹤0.01%
500
588
$72K ﹤0.01%
626
+31
589
$72K ﹤0.01%
450
590
$70K ﹤0.01%
1,208
591
$69K ﹤0.01%
1,175
592
$69K ﹤0.01%
4,225
593
$69K ﹤0.01%
1,805
594
$68K ﹤0.01%
1,939
-374
595
$67K ﹤0.01%
764
+314
596
$67K ﹤0.01%
233
+114
597
$66K ﹤0.01%
980
-21
598
$66K ﹤0.01%
754
-742
599
$66K ﹤0.01%
1,998
600
$65K ﹤0.01%
4,482
22 23
24
25 26