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
751
$28K ﹤0.01%
400
752
$28K ﹤0.01%
105
753
$28K ﹤0.01%
444
754
$28K ﹤0.01%
635
755
$28K ﹤0.01%
501
756
$28K ﹤0.01%
134
+39
757
$28K ﹤0.01%
255
+175
758
$28K ﹤0.01%
550
759
$27K ﹤0.01%
385
760
$27K ﹤0.01%
760
761
$27K ﹤0.01%
89
+39
762
$27K ﹤0.01%
352
763
$27K ﹤0.01%
102
764
$27K ﹤0.01%
500
765
$27K ﹤0.01%
1,027
766
$26K ﹤0.01%
304
767
$26K ﹤0.01%
568
768
$26K ﹤0.01%
663
+525
769
$26K ﹤0.01%
140
+40
770
$26K ﹤0.01%
76
771
$25K ﹤0.01%
167
772
$25K ﹤0.01%
1,289
773
$25K ﹤0.01%
154
+36
774
$25K ﹤0.01%
876
-1,906
775
$25K ﹤0.01%
530
+350
29 30
31
32 33