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
701
$35K ﹤0.01%
3,000
702
$35K ﹤0.01%
1,111
703
$35K ﹤0.01%
1,920
704
$35K ﹤0.01%
400
705
$35K ﹤0.01%
1,148
+33
706
$35K ﹤0.01%
1,323
707
$34K ﹤0.01%
167
708
$34K ﹤0.01%
400
709
$34K ﹤0.01%
800
710
$34K ﹤0.01%
909
711
$34K ﹤0.01%
180
712
$34K ﹤0.01%
1,260
713
$33K ﹤0.01%
1,049
-185
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$33K ﹤0.01%
+232
715
$32K ﹤0.01%
400
716
$32K ﹤0.01%
268
717
$32K ﹤0.01%
125
718
$32K ﹤0.01%
500
719
$31K ﹤0.01%
400
720
$31K ﹤0.01%
477
721
$30K ﹤0.01%
125
722
$30K ﹤0.01%
10,000
723
$30K ﹤0.01%
352
724
$30K ﹤0.01%
550
725
$29K ﹤0.01%
750
27 28
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