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
851
$8K ﹤0.01%
115
852
$8K ﹤0.01%
30
853
$8K ﹤0.01%
130
854
$8K ﹤0.01%
569
855
$8K ﹤0.01%
477
856
$8K ﹤0.01%
25
857
$8K ﹤0.01%
135
858
$8K ﹤0.01%
45
-110
859
$8K ﹤0.01%
188
860
$8K ﹤0.01%
134
861
$8K ﹤0.01%
263
862
$8K ﹤0.01%
500
863
$8K ﹤0.01%
825
-30
864
$8K ﹤0.01%
80
865
$8K ﹤0.01%
94
866
$7K ﹤0.01%
150
867
$7K ﹤0.01%
78
868
$7K ﹤0.01%
174
869
$7K ﹤0.01%
90
870
$7K ﹤0.01%
285
871
$7K ﹤0.01%
182
872
$7K ﹤0.01%
90
873
$7K ﹤0.01%
178
+150
874
$7K ﹤0.01%
189
875
$7K ﹤0.01%
127
33 34
35
36 37