WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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%
200
+63
802
$21K ﹤0.01%
50
803
$21K ﹤0.01%
440
804
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150
805
$20K ﹤0.01%
+600
806
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215
+147
807
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180
808
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-14
809
$20K ﹤0.01%
278
810
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161
+107
811
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328
-150
812
$19K ﹤0.01%
+50
813
$19K ﹤0.01%
43
814
$19K ﹤0.01%
175
815
$19K ﹤0.01%
362
-67
816
$19K ﹤0.01%
65
817
$19K ﹤0.01%
269
818
$19K ﹤0.01%
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819
$19K ﹤0.01%
30
820
$19K ﹤0.01%
+115
821
$19K ﹤0.01%
1,315
822
$18K ﹤0.01%
775
823
$18K ﹤0.01%
157
+104
824
$18K ﹤0.01%
607
+400
825
$18K ﹤0.01%
300
-80
31 32
33
34 35