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
801
$16K ﹤0.01%
80
802
$16K ﹤0.01%
1,130
-630
803
$16K ﹤0.01%
700
804
$16K ﹤0.01%
440
805
$16K ﹤0.01%
222
806
$16K ﹤0.01%
24
807
$15K ﹤0.01%
210
808
$15K ﹤0.01%
467
809
$15K ﹤0.01%
270
810
$15K ﹤0.01%
43
811
$15K ﹤0.01%
600
812
$15K ﹤0.01%
600
813
$15K ﹤0.01%
100
814
$15K ﹤0.01%
94
815
$14K ﹤0.01%
40
816
$14K ﹤0.01%
1,160
817
$14K ﹤0.01%
329
818
$14K ﹤0.01%
166
819
$14K ﹤0.01%
600
820
$14K ﹤0.01%
95
821
$13K ﹤0.01%
150
822
$13K ﹤0.01%
150
823
$13K ﹤0.01%
139
824
$13K ﹤0.01%
200
825
$13K ﹤0.01%
25
31 32
33
34 35