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
$2.4B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.09M
3
+$2.62M
4
PTON icon
Peloton Interactive
PTON
+$2.46M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.37M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.48M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
TRV icon
Travelers Companies
TRV
+$3M

Sector Composition

1 Technology 19.31%
2 Financials 9.52%
3 Healthcare 8.16%
4 Consumer Discretionary 8.06%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
53
927
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61
928
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200
929
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75
930
$4K ﹤0.01%
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931
$3K ﹤0.01%
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932
$3K ﹤0.01%
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933
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934
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935
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936
$3K ﹤0.01%
11
937
$3K ﹤0.01%
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938
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167
-311
939
$3K ﹤0.01%
89
940
$3K ﹤0.01%
166
941
$2K ﹤0.01%
27
942
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943
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944
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945
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946
$2K ﹤0.01%
50
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947
$2K ﹤0.01%
40
948
$2K ﹤0.01%
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949
$2K ﹤0.01%
200
950
$1K ﹤0.01%
15
36 37
38
39 40