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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$38K ﹤0.01%
675
627
$37K ﹤0.01%
1,322
+816
628
$37K ﹤0.01%
3,050
-3,957
629
$37K ﹤0.01%
120
-165
630
$36K ﹤0.01%
455
631
$36K ﹤0.01%
2,153
+335
632
$35K ﹤0.01%
738
633
$35K ﹤0.01%
909
-740
634
$35K ﹤0.01%
575
635
$35K ﹤0.01%
565
636
$35K ﹤0.01%
2,000
637
$35K ﹤0.01%
600
638
$34K ﹤0.01%
315
639
$34K ﹤0.01%
1,100
640
$34K ﹤0.01%
1,149
+31
641
$34K ﹤0.01%
905
-1,033
642
$34K ﹤0.01%
183
643
$33K ﹤0.01%
3,440
644
$33K ﹤0.01%
4,865
645
$33K ﹤0.01%
366
+172
646
$33K ﹤0.01%
876
647
$33K ﹤0.01%
725
648
$32K ﹤0.01%
70
649
$32K ﹤0.01%
255
-49
650
$32K ﹤0.01%
1,234
-168
24 25
26
27 28