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

Top Buys

1
+$1.7M
2
+$1.62M
3
+$1.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.13M
5
V icon
Visa
V
+$1.09M

Top Sells

1
+$3.43M
2
+$1.5M
3
+$1.09M
4
PRU icon
Prudential Financial
PRU
+$819K
5
BIIB icon
Biogen
BIIB
+$815K

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%
+103
902
$6K ﹤0.01%
274
903
$6K ﹤0.01%
256
904
$5K ﹤0.01%
165
905
$5K ﹤0.01%
55
906
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30
907
$5K ﹤0.01%
80
908
$5K ﹤0.01%
33
909
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138
910
$5K ﹤0.01%
392
911
$5K ﹤0.01%
173
912
$5K ﹤0.01%
207
913
$5K ﹤0.01%
+200
914
$5K ﹤0.01%
1,197
915
$5K ﹤0.01%
282
916
$5K ﹤0.01%
37
917
$5K ﹤0.01%
277
918
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919
$5K ﹤0.01%
565
920
$5K ﹤0.01%
140
921
$5K ﹤0.01%
820
922
$5K ﹤0.01%
60
923
$5K ﹤0.01%
102
924
$5K ﹤0.01%
35
925
$5K ﹤0.01%
350
35 36
37
38 39