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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

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
876
$7K ﹤0.01%
127
877
$7K ﹤0.01%
250
878
$7K ﹤0.01%
285
879
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182
880
$7K ﹤0.01%
90
881
$7K ﹤0.01%
605
882
$7K ﹤0.01%
+210
883
$7K ﹤0.01%
320
884
$7K ﹤0.01%
247
885
$6K ﹤0.01%
1,160
886
$6K ﹤0.01%
200
887
$6K ﹤0.01%
275
888
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220
-220
889
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890
$6K ﹤0.01%
270
891
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800
+200
892
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36
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84
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895
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229
896
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200
897
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+103
898
$6K ﹤0.01%
174
899
$6K ﹤0.01%
274
900
$6K ﹤0.01%
326
34 35
36
37 38