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

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
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%
137
927
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350
928
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270
929
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+94
930
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164
931
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115
932
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463
+200
933
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408
934
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122
-1,350
935
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225
936
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+51
937
$10K ﹤0.01%
417
938
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204
939
$10K ﹤0.01%
250
940
$9K ﹤0.01%
1,160
941
$9K ﹤0.01%
405
942
$9K ﹤0.01%
66
943
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271
944
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110
945
$9K ﹤0.01%
655
+66
946
$9K ﹤0.01%
+520
947
$9K ﹤0.01%
118
948
$9K ﹤0.01%
250
949
$9K ﹤0.01%
+48
950
$9K ﹤0.01%
+28
36 37
38
39 40