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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$13K ﹤0.01%
+295
877
$13K ﹤0.01%
107
+49
878
$13K ﹤0.01%
440
879
$13K ﹤0.01%
298
880
$13K ﹤0.01%
+2,195
881
$13K ﹤0.01%
358
882
$13K ﹤0.01%
+479
883
$13K ﹤0.01%
2,000
884
$13K ﹤0.01%
50
885
$13K ﹤0.01%
25
886
$13K ﹤0.01%
987
887
$13K ﹤0.01%
49
+29
888
$13K ﹤0.01%
2,625
889
$12K ﹤0.01%
+200
890
$12K ﹤0.01%
65
891
$12K ﹤0.01%
150
892
$12K ﹤0.01%
+66
893
$12K ﹤0.01%
140
-35,573
894
$12K ﹤0.01%
+51
895
$12K ﹤0.01%
129
896
$12K ﹤0.01%
103
897
$12K ﹤0.01%
174
898
$12K ﹤0.01%
+75
899
$12K ﹤0.01%
155
900
$12K ﹤0.01%
1,265
34 35
36
37 38