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
626
$57K ﹤0.01%
1,000
627
$57K ﹤0.01%
285
628
$56K ﹤0.01%
600
629
$56K ﹤0.01%
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630
$53K ﹤0.01%
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631
$53K ﹤0.01%
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632
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633
$53K ﹤0.01%
1,335
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634
$53K ﹤0.01%
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635
$52K ﹤0.01%
1,250
636
$52K ﹤0.01%
530
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637
$52K ﹤0.01%
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$51K ﹤0.01%
500
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$51K ﹤0.01%
625
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$51K ﹤0.01%
950
641
$50K ﹤0.01%
1,000
642
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644
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645
$50K ﹤0.01%
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646
$50K ﹤0.01%
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647
$49K ﹤0.01%
618
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648
$49K ﹤0.01%
648
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649
$49K ﹤0.01%
+244
650
$49K ﹤0.01%
744
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