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
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,215
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.58M
3
+$5.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.14M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.79M

Top Sells

1
+$5.84M
2
+$3.2M
3
+$3.01M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$1.89M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$19K ﹤0.01%
1,093
827
$19K ﹤0.01%
743
828
$19K ﹤0.01%
81
+53
829
$19K ﹤0.01%
355
+115
830
$18K ﹤0.01%
282
-161
831
$18K ﹤0.01%
335
832
$18K ﹤0.01%
276
+7
833
$18K ﹤0.01%
635
834
$18K ﹤0.01%
345
835
$18K ﹤0.01%
+1,257
836
$17K ﹤0.01%
161
837
$17K ﹤0.01%
600
838
$17K ﹤0.01%
94
839
$17K ﹤0.01%
600
840
$17K ﹤0.01%
500
841
$17K ﹤0.01%
+2,820
842
$17K ﹤0.01%
89
843
$17K ﹤0.01%
95
844
$16K ﹤0.01%
300
845
$16K ﹤0.01%
+1,605
846
$16K ﹤0.01%
333
+4
847
$16K ﹤0.01%
270
848
$16K ﹤0.01%
269
+69
849
$16K ﹤0.01%
471
+307
850
$16K ﹤0.01%
585
32 33
34
35 36