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
751
$18K ﹤0.01%
417
+414
752
$18K ﹤0.01%
1,070
-16
753
$18K ﹤0.01%
350
754
$18K ﹤0.01%
312
755
$17K ﹤0.01%
710
756
$17K ﹤0.01%
167
757
$17K ﹤0.01%
402
-10
758
$17K ﹤0.01%
228
759
$17K ﹤0.01%
81
760
$17K ﹤0.01%
144
-51
761
$17K ﹤0.01%
525
762
$16K ﹤0.01%
150
763
$16K ﹤0.01%
+5,000
764
$16K ﹤0.01%
338
765
$16K ﹤0.01%
103
766
$16K ﹤0.01%
500
767
$16K ﹤0.01%
1,289
768
$16K ﹤0.01%
50
769
$16K ﹤0.01%
585
770
$16K ﹤0.01%
273
771
$16K ﹤0.01%
300
772
$15K ﹤0.01%
354
773
$15K ﹤0.01%
366
774
$15K ﹤0.01%
194
775
$15K ﹤0.01%
303
29 30
31
32 33