WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

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
701
$25K ﹤0.01%
35
702
$25K ﹤0.01%
725
703
$25K ﹤0.01%
1,020
704
$24K ﹤0.01%
1,050
+309
705
$24K ﹤0.01%
441
706
$24K ﹤0.01%
135
707
$24K ﹤0.01%
600
-140
708
$24K ﹤0.01%
375
709
$24K ﹤0.01%
884
710
$23K ﹤0.01%
45
711
$23K ﹤0.01%
878
-11
712
$23K ﹤0.01%
70
713
$23K ﹤0.01%
2,368
-41
714
$23K ﹤0.01%
788
715
$23K ﹤0.01%
370
716
$23K ﹤0.01%
928
717
$23K ﹤0.01%
911
-286
718
$23K ﹤0.01%
543
719
$23K ﹤0.01%
600
+535
720
$22K ﹤0.01%
973
721
$22K ﹤0.01%
496
722
$22K ﹤0.01%
990
723
$22K ﹤0.01%
198
724
$22K ﹤0.01%
676
725
$22K ﹤0.01%
528
27 28
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