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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$10K ﹤0.01%
350
927
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250
928
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270
929
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+94
930
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931
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932
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122
-1,350
933
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+51
934
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417
935
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137
936
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463
+200
937
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408
938
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225
939
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204
940
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110
941
$9K ﹤0.01%
655
+66
942
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+520
943
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944
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250
945
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+48
946
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271
947
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+28
948
$9K ﹤0.01%
280
949
$9K ﹤0.01%
252
950
$9K ﹤0.01%
200
36 37
38
39 40