WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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%
130
638
$63K ﹤0.01%
95
639
$62K ﹤0.01%
+3,400
640
$61K ﹤0.01%
5,000
641
$61K ﹤0.01%
1,012
642
$61K ﹤0.01%
2,022
-1,518
643
$61K ﹤0.01%
1,647
644
$61K ﹤0.01%
677
645
$61K ﹤0.01%
3,275
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%
2,488
650
$59K ﹤0.01%
648
24 25
26
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