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

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

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
801
$12K ﹤0.01%
+565
802
$11K ﹤0.01%
197
803
$11K ﹤0.01%
131
804
$11K ﹤0.01%
325
805
$11K ﹤0.01%
500
-500
806
$11K ﹤0.01%
528
807
$11K ﹤0.01%
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808
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250
-250
809
$11K ﹤0.01%
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810
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284
811
$11K ﹤0.01%
40
812
$11K ﹤0.01%
533
813
$11K ﹤0.01%
210
814
$10K ﹤0.01%
81
815
$10K ﹤0.01%
1,034
816
$10K ﹤0.01%
145
-530
817
$10K ﹤0.01%
150
818
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819
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100
820
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35
821
$10K ﹤0.01%
200
822
$10K ﹤0.01%
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823
$10K ﹤0.01%
681
-2,714
824
$10K ﹤0.01%
200
825
$10K ﹤0.01%
340
31 32
33
34 35