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
51
$7.81M 0.54%
33,655
52
$7.62M 0.53%
83,489
+2,319
53
$7.43M 0.52%
38,540
-371
54
$7.06M 0.49%
38,514
+1,743
55
$6.97M 0.49%
91,818
+1,249
56
$6.9M 0.48%
105,769
+2,716
57
$6.74M 0.47%
151,370
-8,069
58
$6.62M 0.46%
131,189
-13,678
59
$6.51M 0.45%
29,458
+1,753
60
$6.29M 0.44%
45,228
+2,688
61
$6.19M 0.43%
81,799
-12
62
$6.15M 0.43%
97,094
+1,890
63
$6.1M 0.43%
88,311
+2,110
64
$6.06M 0.42%
110,172
-837
65
$6.03M 0.42%
33,544
+798
66
$5.93M 0.41%
20,369
+559
67
$5.91M 0.41%
46,077
-4,350
68
$5.88M 0.41%
47,337
+781
69
$5.84M 0.41%
26,894
+381
70
$5.82M 0.41%
114,783
-1,519
71
$5.82M 0.41%
32,661
+1,215
72
$5.65M 0.39%
51,373
+851
73
$5.46M 0.38%
63,574
74
$5.43M 0.38%
120,454
+1,340
75
$5.42M 0.38%
159,024
+3,507
1 2
3
4 5