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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

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
776
$14K ﹤0.01%
150
777
$14K ﹤0.01%
10,000
778
$14K ﹤0.01%
1,408
-49
779
$14K ﹤0.01%
155
-145
780
$14K ﹤0.01%
270
781
$14K ﹤0.01%
99
782
$14K ﹤0.01%
600
783
$14K ﹤0.01%
+102
784
$14K ﹤0.01%
187
785
$14K ﹤0.01%
183
786
$13K ﹤0.01%
175
787
$13K ﹤0.01%
1,426
788
$13K ﹤0.01%
+950
789
$13K ﹤0.01%
175
790
$13K ﹤0.01%
500
791
$13K ﹤0.01%
160
792
$13K ﹤0.01%
222
793
$13K ﹤0.01%
915
794
$12K ﹤0.01%
716
795
$12K ﹤0.01%
700
796
$12K ﹤0.01%
139
797
$12K ﹤0.01%
300
798
$12K ﹤0.01%
+570
799
$12K ﹤0.01%
484
800
$12K ﹤0.01%
+570
30 31
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