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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$5.94M
3 +$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1 +$8.33M
2 +$4.62M
3 +$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$20.6K ﹤0.01%
1,722
852
$20.3K ﹤0.01%
233
853
$20.1K ﹤0.01%
710
854
$20K ﹤0.01%
2,820
855
$20K ﹤0.01%
440
856
$19.8K ﹤0.01%
11,200
857
$19.7K ﹤0.01%
517
858
$19.6K ﹤0.01%
417
859
$19.6K ﹤0.01%
1,000
860
$19.5K ﹤0.01%
226
861
$19.1K ﹤0.01%
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862
$19K ﹤0.01%
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863
$18.9K ﹤0.01%
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$18.8K ﹤0.01%
210
865
$18.7K ﹤0.01%
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$18.6K ﹤0.01%
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$18.5K ﹤0.01%
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$18.3K ﹤0.01%
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872
$17.6K ﹤0.01%
278
873
$17.6K ﹤0.01%
219
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$17.3K ﹤0.01%
473
875
$17.2K ﹤0.01%
10,000