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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
139
902
$6K ﹤0.01%
964
-100
903
$6K ﹤0.01%
256
904
$5K ﹤0.01%
350
905
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906
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140
907
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55
908
$5K ﹤0.01%
820
909
$5K ﹤0.01%
60
910
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102
911
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35
912
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913
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914
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33
915
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916
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917
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918
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919
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+200
920
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1,197
921
$5K ﹤0.01%
282
922
$5K ﹤0.01%
37
923
$5K ﹤0.01%
277
924
$5K ﹤0.01%
280
925
$5K ﹤0.01%
565
35 36
37
38 39