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
601
$48K ﹤0.01%
285
602
$48K ﹤0.01%
1,402
603
$48K ﹤0.01%
1,373
-862
604
$48K ﹤0.01%
625
605
$48K ﹤0.01%
+1,500
606
$48K ﹤0.01%
2,067
607
$48K ﹤0.01%
1,395
+141
608
$47K ﹤0.01%
535
609
$47K ﹤0.01%
500
610
$47K ﹤0.01%
744
611
$47K ﹤0.01%
500
612
$47K ﹤0.01%
3,814
+2,830
613
$46K ﹤0.01%
600
614
$46K ﹤0.01%
2,050
615
$46K ﹤0.01%
1,450
616
$46K ﹤0.01%
1,000
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617
$44K ﹤0.01%
1,820
-1
618
$44K ﹤0.01%
940
619
$44K ﹤0.01%
1,407
620
$44K ﹤0.01%
153
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621
$43K ﹤0.01%
738
622
$42K ﹤0.01%
1,000
623
$42K ﹤0.01%
+385
624
$41K ﹤0.01%
503
+103
625
$41K ﹤0.01%
1,111
23 24
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