WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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
801
$21K ﹤0.01%
50
802
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803
$21K ﹤0.01%
200
+63
804
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150
805
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+600
806
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807
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180
808
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810
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161
+107
811
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328
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812
$19K ﹤0.01%
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813
$19K ﹤0.01%
362
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814
$19K ﹤0.01%
65
815
$19K ﹤0.01%
269
816
$19K ﹤0.01%
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817
$19K ﹤0.01%
+50
818
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819
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30
820
$19K ﹤0.01%
+115
821
$19K ﹤0.01%
1,315
822
$18K ﹤0.01%
210
823
$18K ﹤0.01%
300
-80
824
$18K ﹤0.01%
230
-240
825
$18K ﹤0.01%
775
31 32
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34 35