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

Top Buys

1
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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
701
$43K ﹤0.01%
1,200
702
$42K ﹤0.01%
2,869
703
$42K ﹤0.01%
517
704
$42K ﹤0.01%
224
705
$41K ﹤0.01%
308
+208
706
$40K ﹤0.01%
918
707
$40K ﹤0.01%
377
708
$40K ﹤0.01%
400
709
$39K ﹤0.01%
571
-145
710
$39K ﹤0.01%
125
711
$39K ﹤0.01%
1,920
712
$38K ﹤0.01%
909
713
$38K ﹤0.01%
1,015
714
$38K ﹤0.01%
10,000
715
$38K ﹤0.01%
+1,000
716
$37K ﹤0.01%
125
717
$37K ﹤0.01%
165
718
$37K ﹤0.01%
669
-366
719
$37K ﹤0.01%
1,148
720
$36K ﹤0.01%
500
721
$36K ﹤0.01%
818
722
$36K ﹤0.01%
1,303
+488
723
$36K ﹤0.01%
333
724
$36K ﹤0.01%
1,875
-215
725
$35K ﹤0.01%
939
-1,000
27 28
29
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