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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$67K ﹤0.01%
3,575
627
$67K ﹤0.01%
715
628
$65K ﹤0.01%
633
629
$65K ﹤0.01%
233
630
$64K ﹤0.01%
1,100
631
$63K ﹤0.01%
574
632
$63K ﹤0.01%
480
633
$63K ﹤0.01%
1,500
634
$63K ﹤0.01%
677
635
$63K ﹤0.01%
+600
636
$61K ﹤0.01%
1,282
-428
637
$61K ﹤0.01%
1,012
638
$61K ﹤0.01%
130
639
$61K ﹤0.01%
206
+56
640
$60K ﹤0.01%
2,109
641
$60K ﹤0.01%
500
642
$59K ﹤0.01%
991
643
$58K ﹤0.01%
687
644
$58K ﹤0.01%
427
645
$57K ﹤0.01%
+3,366
646
$57K ﹤0.01%
+600
647
$57K ﹤0.01%
1,143
+143
648
$56K ﹤0.01%
284
649
$56K ﹤0.01%
1,269
+442
650
$56K ﹤0.01%
23,391
24 25
26
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