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
676
$31K ﹤0.01%
500
677
$31K ﹤0.01%
1,260
678
$31K ﹤0.01%
148
679
$30K ﹤0.01%
751
680
$30K ﹤0.01%
400
681
$30K ﹤0.01%
+1,000
682
$30K ﹤0.01%
+1,100
683
$30K ﹤0.01%
2,096
684
$29K ﹤0.01%
1,175
685
$29K ﹤0.01%
2,000
686
$29K ﹤0.01%
705
687
$29K ﹤0.01%
1,514
688
$28K ﹤0.01%
2,623
689
$28K ﹤0.01%
114
690
$28K ﹤0.01%
1,287
691
$27K ﹤0.01%
4,784
692
$27K ﹤0.01%
1,400
-50
693
$27K ﹤0.01%
306
694
$27K ﹤0.01%
250
695
$26K ﹤0.01%
304
696
$26K ﹤0.01%
201
+53
697
$26K ﹤0.01%
800
698
$26K ﹤0.01%
862
-863
699
$25K ﹤0.01%
180
700
$25K ﹤0.01%
262
+100
26 27
28
29 30