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
926
$4K ﹤0.01%
76
927
$4K ﹤0.01%
107
+18
928
$4K ﹤0.01%
85
929
$4K ﹤0.01%
2,586
-394
930
$4K ﹤0.01%
294
931
$4K ﹤0.01%
361
-986
932
$4K ﹤0.01%
517
933
$4K ﹤0.01%
100
934
$4K ﹤0.01%
328
935
$4K ﹤0.01%
3
936
$4K ﹤0.01%
705
937
$4K ﹤0.01%
61
938
$4K ﹤0.01%
111
939
$4K ﹤0.01%
47
940
$4K ﹤0.01%
195
941
$4K ﹤0.01%
20
942
$4K ﹤0.01%
138
943
$4K ﹤0.01%
35
944
$4K ﹤0.01%
220
945
$4K ﹤0.01%
95
946
$3K ﹤0.01%
39
947
$3K ﹤0.01%
24
948
$3K ﹤0.01%
68
949
$3K ﹤0.01%
40
950
$3K ﹤0.01%
300
36 37
38
39 40