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
701
$25K ﹤0.01%
35
702
$25K ﹤0.01%
725
703
$25K ﹤0.01%
1,020
704
$24K ﹤0.01%
375
705
$24K ﹤0.01%
1,050
+309
706
$24K ﹤0.01%
884
707
$24K ﹤0.01%
441
708
$24K ﹤0.01%
135
709
$24K ﹤0.01%
600
-140
710
$23K ﹤0.01%
70
711
$23K ﹤0.01%
2,368
-41
712
$23K ﹤0.01%
788
713
$23K ﹤0.01%
370
714
$23K ﹤0.01%
928
715
$23K ﹤0.01%
911
-286
716
$23K ﹤0.01%
600
+535
717
$23K ﹤0.01%
543
718
$23K ﹤0.01%
45
719
$23K ﹤0.01%
878
-11
720
$22K ﹤0.01%
114
721
$22K ﹤0.01%
990
722
$22K ﹤0.01%
198
723
$22K ﹤0.01%
676
724
$22K ﹤0.01%
528
725
$22K ﹤0.01%
133
27 28
29
30 31