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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10K ﹤0.01%
600
827
$10K ﹤0.01%
219
828
$9K ﹤0.01%
467
829
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149
830
$9K ﹤0.01%
538
831
$9K ﹤0.01%
467
832
$9K ﹤0.01%
255
833
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554
834
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180
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835
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113
836
$9K ﹤0.01%
300
837
$9K ﹤0.01%
115
+100
838
$9K ﹤0.01%
1,265
-55
839
$9K ﹤0.01%
225
840
$9K ﹤0.01%
468
841
$9K ﹤0.01%
257
842
$9K ﹤0.01%
890
843
$9K ﹤0.01%
627
-8
844
$9K ﹤0.01%
904
845
$8K ﹤0.01%
122
846
$8K ﹤0.01%
88
847
$8K ﹤0.01%
353
848
$8K ﹤0.01%
100
849
$8K ﹤0.01%
200
850
$8K ﹤0.01%
257
32 33
34
35 36