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
676
$41K ﹤0.01%
236
677
$41K ﹤0.01%
2,090
678
$41K ﹤0.01%
10,000
679
$41K ﹤0.01%
898
680
$41K ﹤0.01%
490
+10
681
$41K ﹤0.01%
420
682
$40K ﹤0.01%
1,000
683
$40K ﹤0.01%
+920
684
$40K ﹤0.01%
162
685
$39K ﹤0.01%
586
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686
$39K ﹤0.01%
440
687
$39K ﹤0.01%
153
688
$38K ﹤0.01%
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$37K ﹤0.01%
725
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$37K ﹤0.01%
273
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$37K ﹤0.01%
973
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$37K ﹤0.01%
705
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$36K ﹤0.01%
500
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$36K ﹤0.01%
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$36K ﹤0.01%
444
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$36K ﹤0.01%
565
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$35K ﹤0.01%
315
698
$35K ﹤0.01%
800
699
$35K ﹤0.01%
918
700
$35K ﹤0.01%
596