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
651
$48K ﹤0.01%
377
-189
652
$47K ﹤0.01%
224
+2
653
$47K ﹤0.01%
1,700
654
$46K ﹤0.01%
284
655
$46K ﹤0.01%
246
656
$46K ﹤0.01%
800
657
$46K ﹤0.01%
1,450
658
$46K ﹤0.01%
500
659
$46K ﹤0.01%
2,000
660
$45K ﹤0.01%
390
+107
661
$45K ﹤0.01%
70
662
$44K ﹤0.01%
500
663
$44K ﹤0.01%
2,575
+575
664
$44K ﹤0.01%
316
665
$44K ﹤0.01%
1,315
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666
$43K ﹤0.01%
455
667
$43K ﹤0.01%
716
668
$43K ﹤0.01%
845
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669
$43K ﹤0.01%
+1,016
670
$42K ﹤0.01%
846
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671
$42K ﹤0.01%
1,015
672
$42K ﹤0.01%
306
673
$42K ﹤0.01%
30
674
$41K ﹤0.01%
201
675
$41K ﹤0.01%
245
25 26
27
28 29