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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$35K ﹤0.01%
260
+12
727
$35K ﹤0.01%
939
-1,000
728
$35K ﹤0.01%
153
729
$34K ﹤0.01%
500
730
$34K ﹤0.01%
110
+76
731
$34K ﹤0.01%
1,111
732
$34K ﹤0.01%
440
733
$34K ﹤0.01%
1,323
734
$33K ﹤0.01%
1,511
+815
735
$33K ﹤0.01%
287
+58
736
$33K ﹤0.01%
490
737
$33K ﹤0.01%
973
738
$32K ﹤0.01%
163
+120
739
$31K ﹤0.01%
268
740
$31K ﹤0.01%
1,419
741
$31K ﹤0.01%
3,000
742
$31K ﹤0.01%
75
+63
743
$31K ﹤0.01%
232
744
$30K ﹤0.01%
477
745
$29K ﹤0.01%
332
746
$29K ﹤0.01%
2,090
747
$29K ﹤0.01%
370
748
$29K ﹤0.01%
388
749
$29K ﹤0.01%
80
750
$28K ﹤0.01%
750
28 29
30
31 32