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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$5.94M
3 +$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1 +$8.33M
2 +$4.62M
3 +$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$17.2K ﹤0.01%
131
877
$17K ﹤0.01%
40
878
$16.8K ﹤0.01%
100
879
$16.7K ﹤0.01%
125
880
$16.7K ﹤0.01%
236
+111
881
$16.6K ﹤0.01%
97
882
$16.6K ﹤0.01%
601
+450
883
$16.5K ﹤0.01%
42
+6
884
$16.5K ﹤0.01%
197
885
$16.4K ﹤0.01%
440
886
$16.2K ﹤0.01%
350
887
$16.2K ﹤0.01%
636
888
$16.1K ﹤0.01%
105
889
$16K ﹤0.01%
194
-7
890
$16K ﹤0.01%
1,358
891
$16K ﹤0.01%
83
892
$15.7K ﹤0.01%
366
-20
893
$15.5K ﹤0.01%
792
894
$15.4K ﹤0.01%
651
895
$15.4K ﹤0.01%
798
+63
896
$15.4K ﹤0.01%
325
897
$15.3K ﹤0.01%
400
898
$15K ﹤0.01%
298
899
$15K ﹤0.01%
901
900
$14.8K ﹤0.01%
253