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
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$3.17M
3 +$2.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.34M
5
PTON icon
Peloton Interactive
PTON
+$2.12M

Top Sells

1 +$25.2M
2 +$6.82M
3 +$3.29M
4
TRV icon
Travelers Companies
TRV
+$3M
5
MSFT icon
Microsoft
MSFT
+$2.97M

Sector Composition

1 Technology 19.31%
2 Financials 9.52%
3 Healthcare 8.16%
4 Consumer Discretionary 8.06%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$8K ﹤0.01%
130
877
$8K ﹤0.01%
477
878
$8K ﹤0.01%
200
879
$8K ﹤0.01%
247
880
$7K ﹤0.01%
19
881
$7K ﹤0.01%
80
882
$7K ﹤0.01%
70
883
$7K ﹤0.01%
128
884
$7K ﹤0.01%
517
885
$7K ﹤0.01%
538
886
$7K ﹤0.01%
227
887
$7K ﹤0.01%
270
888
$7K ﹤0.01%
125
889
$7K ﹤0.01%
522
890
$7K ﹤0.01%
159
891
$7K ﹤0.01%
135
892
$7K ﹤0.01%
177
-129
893
$6K ﹤0.01%
30
894
$6K ﹤0.01%
236
895
$6K ﹤0.01%
206
896
$6K ﹤0.01%
200
897
$6K ﹤0.01%
111
898
$6K ﹤0.01%
285
-1,863
899
$6K ﹤0.01%
266
900
$6K ﹤0.01%
166