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
826
$18K ﹤0.01%
150
827
$18K ﹤0.01%
775
828
$18K ﹤0.01%
157
+104
829
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115
830
$18K ﹤0.01%
607
+400
831
$18K ﹤0.01%
210
832
$18K ﹤0.01%
2,958
833
$18K ﹤0.01%
95
834
$18K ﹤0.01%
770
+383
835
$17K ﹤0.01%
335
-8
836
$17K ﹤0.01%
450
837
$17K ﹤0.01%
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838
$17K ﹤0.01%
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839
$17K ﹤0.01%
153
840
$17K ﹤0.01%
329
841
$17K ﹤0.01%
752
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842
$17K ﹤0.01%
300
843
$17K ﹤0.01%
756
844
$16K ﹤0.01%
40
845
$16K ﹤0.01%
1,000
846
$16K ﹤0.01%
126
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847
$16K ﹤0.01%
270
848
$16K ﹤0.01%
594
-666
849
$15K ﹤0.01%
298
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850
$15K ﹤0.01%
2,000
32 33
34
35 36