WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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%
105
752
$28K ﹤0.01%
444
753
$28K ﹤0.01%
635
754
$28K ﹤0.01%
550
755
$28K ﹤0.01%
400
756
$28K ﹤0.01%
501
757
$28K ﹤0.01%
134
+39
758
$28K ﹤0.01%
255
+175
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%
1,027
764
$27K ﹤0.01%
102
765
$27K ﹤0.01%
500
766
$26K ﹤0.01%
304
767
$26K ﹤0.01%
140
+40
768
$26K ﹤0.01%
568
769
$26K ﹤0.01%
663
+525
770
$26K ﹤0.01%
76
771
$25K ﹤0.01%
530
+350
772
$25K ﹤0.01%
606
+418
773
$25K ﹤0.01%
167
774
$25K ﹤0.01%
1,289
775
$25K ﹤0.01%
154
+36
29 30
31
32 33