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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
200
877
$4K ﹤0.01%
61
878
$4K ﹤0.01%
111
879
$4K ﹤0.01%
20
880
$3K ﹤0.01%
80
881
$3K ﹤0.01%
60
882
$3K ﹤0.01%
294
883
$3K ﹤0.01%
110
-197
884
$3K ﹤0.01%
150
-125
885
$3K ﹤0.01%
101
+1
886
$3K ﹤0.01%
68
887
$3K ﹤0.01%
40
888
$3K ﹤0.01%
328
889
$3K ﹤0.01%
3
890
$3K ﹤0.01%
180
-12,950
891
$3K ﹤0.01%
200
892
$3K ﹤0.01%
57
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893
$3K ﹤0.01%
424
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894
$3K ﹤0.01%
478
895
$3K ﹤0.01%
148
896
$3K ﹤0.01%
598
-67
897
$3K ﹤0.01%
215
898
$3K ﹤0.01%
220
899
$3K ﹤0.01%
95
900
$2K ﹤0.01%
60
34 35
36
37 38