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
626
$41K ﹤0.01%
1,079
627
$40K ﹤0.01%
308
628
$40K ﹤0.01%
272
+232
629
$40K ﹤0.01%
600
630
$40K ﹤0.01%
245
631
$40K ﹤0.01%
3,441
632
$40K ﹤0.01%
+50
633
$39K ﹤0.01%
500
634
$39K ﹤0.01%
455
-100
635
$39K ﹤0.01%
4,000
636
$39K ﹤0.01%
246
637
$39K ﹤0.01%
3,440
638
$39K ﹤0.01%
675
639
$39K ﹤0.01%
+928
640
$38K ﹤0.01%
+850
641
$38K ﹤0.01%
2,090
642
$38K ﹤0.01%
575
643
$38K ﹤0.01%
1,587
-12
644
$38K ﹤0.01%
580
-91
645
$37K ﹤0.01%
316
646
$37K ﹤0.01%
1,650
647
$36K ﹤0.01%
471
+306
648
$36K ﹤0.01%
880
649
$36K ﹤0.01%
2,148
650
$36K ﹤0.01%
315
24 25
26
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