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

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

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
876
$12K ﹤0.01%
150
877
$12K ﹤0.01%
1,109
+797
878
$12K ﹤0.01%
159
879
$12K ﹤0.01%
405
+246
880
$12K ﹤0.01%
129
+86
881
$12K ﹤0.01%
115
882
$12K ﹤0.01%
390
+257
883
$12K ﹤0.01%
274
+131
884
$12K ﹤0.01%
248
885
$12K ﹤0.01%
38
-25
886
$12K ﹤0.01%
+587
887
$11K ﹤0.01%
1,160
888
$11K ﹤0.01%
538
+355
889
$11K ﹤0.01%
358
890
$11K ﹤0.01%
100
891
$11K ﹤0.01%
36
+24
892
$11K ﹤0.01%
164
+109
893
$11K ﹤0.01%
+601
894
$11K ﹤0.01%
263
+109
895
$11K ﹤0.01%
250
896
$11K ﹤0.01%
408
897
$11K ﹤0.01%
103
898
$11K ﹤0.01%
+71
899
$11K ﹤0.01%
310
900
$11K ﹤0.01%
565
+277
34 35
36
37 38