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
801
$21K ﹤0.01%
50
802
$21K ﹤0.01%
440
803
$21K ﹤0.01%
200
+63
804
$20K ﹤0.01%
150
805
$20K ﹤0.01%
+600
806
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215
+147
807
$20K ﹤0.01%
180
808
$20K ﹤0.01%
414
-14
809
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278
810
$20K ﹤0.01%
161
+107
811
$20K ﹤0.01%
328
-150
812
$19K ﹤0.01%
175
813
$19K ﹤0.01%
362
-67
814
$19K ﹤0.01%
65
815
$19K ﹤0.01%
269
816
$19K ﹤0.01%
160
817
$19K ﹤0.01%
+50
818
$19K ﹤0.01%
43
819
$19K ﹤0.01%
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%
552
+367
31 32
33
34 35