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
626
$69K ﹤0.01%
633
-1,416
627
$69K ﹤0.01%
469
-305
628
$69K ﹤0.01%
3,877
629
$68K ﹤0.01%
964
630
$67K ﹤0.01%
2,399
631
$66K ﹤0.01%
280
632
$66K ﹤0.01%
3,600
633
$65K ﹤0.01%
559
634
$65K ﹤0.01%
687
635
$65K ﹤0.01%
1,600
+265
636
$64K ﹤0.01%
3,575
+1,000
637
$63K ﹤0.01%
95
638
$63K ﹤0.01%
130
639
$62K ﹤0.01%
+3,400
640
$61K ﹤0.01%
5,000
641
$61K ﹤0.01%
1,012
642
$61K ﹤0.01%
3,275
643
$61K ﹤0.01%
2,022
-1,518
644
$61K ﹤0.01%
1,647
645
$61K ﹤0.01%
677
646
$60K ﹤0.01%
2,109
+871
647
$60K ﹤0.01%
2,230
+1,115
648
$60K ﹤0.01%
991
-508
649
$59K ﹤0.01%
23,391
+10,827
650
$59K ﹤0.01%
2,488
24 25
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