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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$49K ﹤0.01%
744
677
$49K ﹤0.01%
349
-151
678
$49K ﹤0.01%
+324
679
$48K ﹤0.01%
5,000
680
$48K ﹤0.01%
2,240
+365
681
$48K ﹤0.01%
2,236
+2,000
682
$48K ﹤0.01%
10,000
683
$47K ﹤0.01%
1,172
684
$46K ﹤0.01%
2,869
685
$45K ﹤0.01%
197
+95
686
$45K ﹤0.01%
224
687
$45K ﹤0.01%
586
688
$44K ﹤0.01%
86
689
$44K ﹤0.01%
1,700
690
$44K ﹤0.01%
663
691
$44K ﹤0.01%
373
+100
692
$43K ﹤0.01%
+466
693
$42K ﹤0.01%
236
694
$42K ﹤0.01%
+3,217
695
$42K ﹤0.01%
909
696
$42K ﹤0.01%
1,000
697
$42K ﹤0.01%
3,218
-182
698
$42K ﹤0.01%
1,111
699
$42K ﹤0.01%
+600
700
$42K ﹤0.01%
638
26 27
28
29 30