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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$80K ﹤0.01%
265
602
$80K ﹤0.01%
1,335
603
$79K ﹤0.01%
1,266
604
$79K ﹤0.01%
3,550
605
$78K ﹤0.01%
1,815
-488
606
$77K ﹤0.01%
2,100
607
$77K ﹤0.01%
2,966
+402
608
$77K ﹤0.01%
4,166
609
$77K ﹤0.01%
290
610
$76K ﹤0.01%
2,356
+589
611
$76K ﹤0.01%
1,280
612
$75K ﹤0.01%
1,092
613
$74K ﹤0.01%
309
+73
614
$74K ﹤0.01%
620
-127
615
$74K ﹤0.01%
641
616
$74K ﹤0.01%
1,426
617
$72K ﹤0.01%
480
-167
618
$71K ﹤0.01%
4,482
619
$71K ﹤0.01%
3,050
620
$71K ﹤0.01%
715
+130
621
$70K ﹤0.01%
255
622
$70K ﹤0.01%
1,710
+433
623
$70K ﹤0.01%
574
624
$70K ﹤0.01%
500
625
$70K ﹤0.01%
250
23 24
25
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