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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$10K ﹤0.01%
85
902
$10K ﹤0.01%
127
+98
903
$10K ﹤0.01%
4,200
904
$10K ﹤0.01%
271
905
$10K ﹤0.01%
350
-1,500
906
$10K ﹤0.01%
110
907
$10K ﹤0.01%
398
+263
908
$10K ﹤0.01%
166
909
$10K ﹤0.01%
174
910
$10K ﹤0.01%
2,318
-90
911
$10K ﹤0.01%
1,265
912
$10K ﹤0.01%
110
913
$10K ﹤0.01%
225
914
$10K ﹤0.01%
+417
915
$10K ﹤0.01%
252
+153
916
$10K ﹤0.01%
240
-114
917
$9K ﹤0.01%
78
+50
918
$9K ﹤0.01%
137
919
$9K ﹤0.01%
270
920
$9K ﹤0.01%
118
921
$9K ﹤0.01%
80
922
$9K ﹤0.01%
65
923
$9K ﹤0.01%
125
924
$9K ﹤0.01%
149
+99
925
$9K ﹤0.01%
211
-700
35 36
37
38 39