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

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

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%
725
702
$42K ﹤0.01%
517
703
$42K ﹤0.01%
224
704
$42K ﹤0.01%
2,869
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%
669
-366
717
$37K ﹤0.01%
125
718
$37K ﹤0.01%
165
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%
273
-288
27 28
29
30 31