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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$49K ﹤0.01%
1,106
677
$49K ﹤0.01%
455
678
$49K ﹤0.01%
427
+330
679
$49K ﹤0.01%
980
680
$49K ﹤0.01%
827
+231
681
$49K ﹤0.01%
800
682
$49K ﹤0.01%
968
-32
683
$49K ﹤0.01%
5,000
684
$48K ﹤0.01%
236
685
$48K ﹤0.01%
638
+320
686
$47K ﹤0.01%
1,045
687
$47K ﹤0.01%
744
688
$46K ﹤0.01%
22
+14
689
$46K ﹤0.01%
1,700
690
$45K ﹤0.01%
443
-2
691
$45K ﹤0.01%
1,060
692
$45K ﹤0.01%
86
+43
693
$45K ﹤0.01%
500
694
$45K ﹤0.01%
273
695
$44K ﹤0.01%
180
696
$44K ﹤0.01%
586
697
$44K ﹤0.01%
872
+580
698
$44K ﹤0.01%
316
699
$43K ﹤0.01%
1,000
700
$43K ﹤0.01%
1,200
26 27
28
29 30