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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$36K ﹤0.01%
500
652
$36K ﹤0.01%
1,151
+4
653
$36K ﹤0.01%
1,647
654
$36K ﹤0.01%
+2,485
655
$35K ﹤0.01%
142
656
$35K ﹤0.01%
980
657
$35K ﹤0.01%
800
658
$35K ﹤0.01%
1,000
659
$35K ﹤0.01%
415
660
$35K ﹤0.01%
1,600
661
$35K ﹤0.01%
445
662
$35K ﹤0.01%
768
663
$34K ﹤0.01%
208
664
$34K ﹤0.01%
393
665
$33K ﹤0.01%
930
-1,000
666
$33K ﹤0.01%
1,025
667
$33K ﹤0.01%
248
668
$33K ﹤0.01%
1,135
-100
669
$33K ﹤0.01%
875
670
$32K ﹤0.01%
540
671
$32K ﹤0.01%
444
-333
672
$32K ﹤0.01%
1,800
673
$32K ﹤0.01%
3,000
674
$31K ﹤0.01%
+1,200
675
$31K ﹤0.01%
2,354
25 26
27
28 29