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
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.09M
3
+$2.62M
4
PTON icon
Peloton Interactive
PTON
+$2.46M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.37M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.48M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
TRV icon
Travelers Companies
TRV
+$3M

Sector Composition

1 Technology 19.31%
2 Financials 9.52%
3 Healthcare 8.16%
4 Consumer Discretionary 8.06%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$20K ﹤0.01%
345
777
$20K ﹤0.01%
543
778
$20K ﹤0.01%
105
+5
779
$20K ﹤0.01%
600
780
$19K ﹤0.01%
180
-413
781
$19K ﹤0.01%
240
782
$19K ﹤0.01%
2,000
783
$19K ﹤0.01%
120
+84
784
$19K ﹤0.01%
500
785
$19K ﹤0.01%
775
-100
786
$19K ﹤0.01%
200
787
$19K ﹤0.01%
320
788
$19K ﹤0.01%
300
789
$19K ﹤0.01%
448
790
$18K ﹤0.01%
155
791
$18K ﹤0.01%
1,000
792
$18K ﹤0.01%
175
793
$18K ﹤0.01%
153
794
$18K ﹤0.01%
40
795
$18K ﹤0.01%
2,958
796
$17K ﹤0.01%
160
797
$17K ﹤0.01%
100
798
$17K ﹤0.01%
30
799
$17K ﹤0.01%
210
-4
800
$17K ﹤0.01%
+2,625
30 31
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