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
726
$22K ﹤0.01%
973
727
$22K ﹤0.01%
496
728
$21K ﹤0.01%
722
729
$21K ﹤0.01%
400
730
$21K ﹤0.01%
4,000
731
$21K ﹤0.01%
303
-5
732
$20K ﹤0.01%
283
733
$20K ﹤0.01%
458
734
$20K ﹤0.01%
1,332
735
$20K ﹤0.01%
1,086
-10
736
$20K ﹤0.01%
3,600
737
$20K ﹤0.01%
320
738
$20K ﹤0.01%
228
739
$20K ﹤0.01%
600
740
$20K ﹤0.01%
319
741
$20K ﹤0.01%
840
742
$19K ﹤0.01%
760
743
$19K ﹤0.01%
+1,275
744
$19K ﹤0.01%
500
745
$19K ﹤0.01%
391
746
$19K ﹤0.01%
177
747
$18K ﹤0.01%
1,000
748
$18K ﹤0.01%
445
749
$18K ﹤0.01%
146
750
$18K ﹤0.01%
400
28 29
30
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