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
776
$25K ﹤0.01%
606
+418
777
$25K ﹤0.01%
496
778
$24K ﹤0.01%
1,148
779
$24K ﹤0.01%
400
780
$24K ﹤0.01%
239
+164
781
$24K ﹤0.01%
345
782
$24K ﹤0.01%
585
783
$24K ﹤0.01%
206
+112
784
$23K ﹤0.01%
160
785
$23K ﹤0.01%
10,000
786
$23K ﹤0.01%
35
+29
787
$23K ﹤0.01%
750
+197
788
$22K ﹤0.01%
503
789
$22K ﹤0.01%
410
+272
790
$22K ﹤0.01%
1,332
791
$22K ﹤0.01%
320
792
$22K ﹤0.01%
133
-57
793
$22K ﹤0.01%
40
794
$22K ﹤0.01%
600
795
$22K ﹤0.01%
+500
796
$21K ﹤0.01%
240
797
$21K ﹤0.01%
102
+2
798
$21K ﹤0.01%
160
+108
799
$21K ﹤0.01%
155
800
$21K ﹤0.01%
1,000
30 31
32
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