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
926
$4K ﹤0.01%
3
927
$4K ﹤0.01%
107
+18
928
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85
929
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100
930
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328
931
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705
932
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61
933
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934
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47
935
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936
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20
937
$4K ﹤0.01%
138
938
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35
939
$4K ﹤0.01%
220
940
$4K ﹤0.01%
95
941
$4K ﹤0.01%
76
942
$4K ﹤0.01%
2,586
-394
943
$4K ﹤0.01%
294
944
$4K ﹤0.01%
361
-986
945
$4K ﹤0.01%
517
946
$3K ﹤0.01%
+679
947
$3K ﹤0.01%
39
948
$3K ﹤0.01%
24
949
$3K ﹤0.01%
68
950
$3K ﹤0.01%
40
36 37
38
39 40