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
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.09M
3
+$2.62M
4
PTON icon
Peloton Interactive
PTON
+$2.46M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.37M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.48M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
TRV icon
Travelers Companies
TRV
+$3M

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%
402
727
$29K ﹤0.01%
166
728
$29K ﹤0.01%
700
729
$28K ﹤0.01%
375
730
$28K ﹤0.01%
2,090
731
$28K ﹤0.01%
1,419
732
$28K ﹤0.01%
501
733
$28K ﹤0.01%
500
734
$27K ﹤0.01%
370
735
$27K ﹤0.01%
635
+13
736
$27K ﹤0.01%
1,027
737
$26K ﹤0.01%
304
738
$26K ﹤0.01%
1,033
739
$26K ﹤0.01%
496
740
$25K ﹤0.01%
190
741
$25K ﹤0.01%
1,332
742
$25K ﹤0.01%
105
743
$25K ﹤0.01%
102
744
$25K ﹤0.01%
585
745
$25K ﹤0.01%
63
746
$24K ﹤0.01%
6,865
747
$24K ﹤0.01%
332
-374
748
$24K ﹤0.01%
+506
749
$24K ﹤0.01%
818
750
$24K ﹤0.01%
388
28 29
30
31 32