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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.45%
36,777
+3,711
52
$12.2M 0.44%
245,727
+10,188
53
$12M 0.44%
191,080
+20,790
54
$12M 0.44%
208,425
-929
55
$11.9M 0.43%
130,639
+10,144
56
$11.9M 0.43%
119,797
+7,333
57
$11.7M 0.42%
38,991
+656
58
$11.5M 0.42%
71,141
+4,529
59
$11.1M 0.4%
123,996
+7,435
60
$10.9M 0.4%
34,276
+4,966
61
$10.9M 0.39%
22,389
+3,570
62
$10.8M 0.39%
42,996
+4,682
63
$10.5M 0.38%
84,513
+3,392
64
$10.3M 0.37%
40,145
+260
65
$9.92M 0.36%
134,756
66
$9.89M 0.36%
105,240
+6,009
67
$9.83M 0.36%
47,162
-1,041
68
$9.81M 0.36%
21,538
+2,170
69
$9.8M 0.36%
29,684
+2,345
70
$9.66M 0.35%
95,182
+13,521
71
$9.49M 0.34%
79,609
+27,076
72
$9.44M 0.34%
150,307
-5,716
73
$9.39M 0.34%
113,734
+1,672
74
$9.21M 0.33%
165,104
+783
75
$9.18M 0.33%
26,475
-454
1 2
3
4 5