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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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%
94
852
$15K ﹤0.01%
448
853
$15K ﹤0.01%
298
-850
854
$15K ﹤0.01%
2,000
855
$15K ﹤0.01%
1,000
856
$15K ﹤0.01%
25
857
$15K ﹤0.01%
600
858
$14K ﹤0.01%
158
+107
859
$14K ﹤0.01%
987
+661
860
$14K ﹤0.01%
175
861
$14K ﹤0.01%
100
862
$14K ﹤0.01%
2,625
863
$14K ﹤0.01%
440
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%
199
869
$13K ﹤0.01%
330
870
$13K ﹤0.01%
1,000
871
$13K ﹤0.01%
100
872
$13K ﹤0.01%
155
873
$13K ﹤0.01%
646
+430
874
$13K ﹤0.01%
600
875
$12K ﹤0.01%
405
+246
33 34
35
36 37