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
851
$15K ﹤0.01%
1,000
852
$15K ﹤0.01%
25
853
$15K ﹤0.01%
600
854
$15K ﹤0.01%
221
+147
855
$15K ﹤0.01%
165
856
$15K ﹤0.01%
94
857
$15K ﹤0.01%
448
858
$14K ﹤0.01%
158
+107
859
$14K ﹤0.01%
440
860
$14K ﹤0.01%
987
+661
861
$14K ﹤0.01%
175
862
$14K ﹤0.01%
100
863
$14K ﹤0.01%
2,625
864
$13K ﹤0.01%
1,034
865
$13K ﹤0.01%
300
-2,700
866
$13K ﹤0.01%
+58
867
$13K ﹤0.01%
589
+391
868
$13K ﹤0.01%
646
+430
869
$13K ﹤0.01%
199
870
$13K ﹤0.01%
330
871
$13K ﹤0.01%
1,000
872
$13K ﹤0.01%
100
873
$13K ﹤0.01%
155
874
$13K ﹤0.01%
600
875
$12K ﹤0.01%
4,295
-2,570
33 34
35
36 37