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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.72M 0.49%
248,770
-12,752
52
$7.66M 0.48%
335,471
-5,700
53
$7.66M 0.48%
104,025
+54,797
54
$7.65M 0.48%
36,973
-2,717
55
$7.57M 0.48%
124,297
-1,095
56
$7.56M 0.48%
43,039
+1,079
57
$7.51M 0.47%
29,109
-8
58
$7.23M 0.46%
46,139
+664
59
$7.21M 0.45%
39,325
-12,943
60
$7.2M 0.45%
37,365
-2,940
61
$7M 0.44%
90,931
-3,612
62
$6.96M 0.44%
15,991
+4,301
63
$6.82M 0.43%
170,488
-17,242
64
$6.5M 0.41%
145,277
-19,216
65
$6.44M 0.41%
109,515
-14,251
66
$6.39M 0.4%
91,257
-8,881
67
$6.26M 0.39%
63,787
+1,623
68
$6.2M 0.39%
121,262
+20,403
69
$6.11M 0.39%
28,479
+1,089
70
$6.01M 0.38%
33,400
+16,234
71
$5.96M 0.38%
139,738
+5,457
72
$5.95M 0.37%
137,535
-12,193
73
$5.91M 0.37%
22,491
+667
74
$5.69M 0.36%
65,046
+6,516
75
$5.55M 0.35%
10,210
+407
1 2
3
4 5