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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$21K ﹤0.01%
154
802
$21K ﹤0.01%
550
803
$20K ﹤0.01%
500
-2,050
804
$20K ﹤0.01%
+30
805
$20K ﹤0.01%
159
806
$20K ﹤0.01%
+805
807
$20K ﹤0.01%
1,332
808
$20K ﹤0.01%
345
809
$20K ﹤0.01%
585
810
$20K ﹤0.01%
140
811
$20K ﹤0.01%
456
+251
812
$19K ﹤0.01%
60
+20
813
$19K ﹤0.01%
362
814
$19K ﹤0.01%
335
815
$19K ﹤0.01%
+1,358
816
$19K ﹤0.01%
600
817
$19K ﹤0.01%
269
818
$19K ﹤0.01%
160
819
$19K ﹤0.01%
89
820
$19K ﹤0.01%
607
821
$19K ﹤0.01%
+1,093
822
$19K ﹤0.01%
47
-28
823
$19K ﹤0.01%
600
824
$19K ﹤0.01%
756
825
$19K ﹤0.01%
770
31 32
33
34 35