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

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

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%
340
827
$10K ﹤0.01%
219
828
$9K ﹤0.01%
467
829
$9K ﹤0.01%
149
830
$9K ﹤0.01%
538
831
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255
832
$9K ﹤0.01%
554
833
$9K ﹤0.01%
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834
$9K ﹤0.01%
115
+100
835
$9K ﹤0.01%
1,265
-55
836
$9K ﹤0.01%
225
837
$9K ﹤0.01%
468
838
$9K ﹤0.01%
257
839
$9K ﹤0.01%
890
840
$9K ﹤0.01%
627
-8
841
$9K ﹤0.01%
904
842
$9K ﹤0.01%
467
843
$9K ﹤0.01%
180
-185
844
$9K ﹤0.01%
113
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