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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
95
-356
902
$2K ﹤0.01%
24
903
$2K ﹤0.01%
174
-252
904
$2K ﹤0.01%
705
905
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206
906
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53
907
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75
908
$2K ﹤0.01%
151
909
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166
910
$1K ﹤0.01%
118
911
$1K ﹤0.01%
74
912
$1K ﹤0.01%
795
-1,791
913
$1K ﹤0.01%
20
914
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312
-49
915
$1K ﹤0.01%
10
+7
916
$1K ﹤0.01%
8
-12
917
$1K ﹤0.01%
16
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918
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100
919
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48
920
$1K ﹤0.01%
62
921
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62
922
$1K ﹤0.01%
109
923
$1K ﹤0.01%
100
924
$1K ﹤0.01%
11
925
$1K ﹤0.01%
74
+66
35 36
37
38 39