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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.25M
2
+$3.17M
3
+$2.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.34M
5
PTON icon
Peloton Interactive
PTON
+$2.12M

Top Sells

1
+$25.2M
2
+$6.82M
3
+$3.29M
4
TRV icon
Travelers Companies
TRV
+$3M
5
MSFT icon
Microsoft
MSFT
+$2.97M

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%
75
927
$4K ﹤0.01%
85
928
$4K ﹤0.01%
220
929
$4K ﹤0.01%
300
930
$4K ﹤0.01%
148
931
$3K ﹤0.01%
312
932
$3K ﹤0.01%
220
933
$3K ﹤0.01%
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934
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62
935
$3K ﹤0.01%
11
936
$3K ﹤0.01%
294
937
$3K ﹤0.01%
167
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938
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89
939
$3K ﹤0.01%
166
940
$3K ﹤0.01%
80
941
$2K ﹤0.01%
27
942
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943
$2K ﹤0.01%
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944
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945
$2K ﹤0.01%
50
-90
946
$2K ﹤0.01%
40
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$2K ﹤0.01%
80
948
$2K ﹤0.01%
200
949
$2K ﹤0.01%
20
950
$1K ﹤0.01%
15
36 37
38
39 40