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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

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
726
$22K ﹤0.01%
114
727
$22K ﹤0.01%
133
728
$21K ﹤0.01%
400
729
$21K ﹤0.01%
722
730
$21K ﹤0.01%
4,000
731
$21K ﹤0.01%
303
-5
732
$20K ﹤0.01%
283
733
$20K ﹤0.01%
1,086
-10
734
$20K ﹤0.01%
228
735
$20K ﹤0.01%
600
736
$20K ﹤0.01%
319
737
$20K ﹤0.01%
840
738
$20K ﹤0.01%
458
739
$20K ﹤0.01%
1,332
740
$20K ﹤0.01%
3,600
741
$20K ﹤0.01%
320
742
$19K ﹤0.01%
760
743
$19K ﹤0.01%
+1,275
744
$19K ﹤0.01%
177
745
$19K ﹤0.01%
500
746
$19K ﹤0.01%
391
747
$18K ﹤0.01%
445
748
$18K ﹤0.01%
146
749
$18K ﹤0.01%
400
750
$18K ﹤0.01%
417
+414
28 29
30
31 32