WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.17M
3
+$2.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.34M
5
PTON icon
Peloton Interactive
PTON
+$2.12M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.29M
4
TRV icon
Travelers Companies
TRV
+$3M
5
MSFT icon
Microsoft
MSFT
+$2.97M

Sector Composition

1 Technology 19.31%
2 Financials 9.52%
3 Healthcare 8.16%
4 Consumer Discretionary 8.06%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$29K ﹤0.01%
700
727
$29K ﹤0.01%
750
728
$29K ﹤0.01%
402
729
$28K ﹤0.01%
375
730
$28K ﹤0.01%
500
731
$28K ﹤0.01%
501
732
$28K ﹤0.01%
1,419
733
$28K ﹤0.01%
2,090
734
$27K ﹤0.01%
1,027
735
$27K ﹤0.01%
635
+13
736
$27K ﹤0.01%
370
737
$26K ﹤0.01%
1,033
738
$26K ﹤0.01%
496
739
$26K ﹤0.01%
304
740
$25K ﹤0.01%
63
741
$25K ﹤0.01%
585
742
$25K ﹤0.01%
102
743
$25K ﹤0.01%
105
744
$25K ﹤0.01%
1,332
745
$25K ﹤0.01%
190
746
$24K ﹤0.01%
122
747
$24K ﹤0.01%
+499
748
$24K ﹤0.01%
638
749
$24K ﹤0.01%
388
750
$24K ﹤0.01%
818
28 29
30
31 32