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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$5.94M
3 +$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1 +$8.33M
2 +$4.62M
3 +$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$11.8K ﹤0.01%
400
+8
927
$11.8K ﹤0.01%
406
928
$11.7K ﹤0.01%
903
929
$11.5K ﹤0.01%
365
930
$11.4K ﹤0.01%
+195
931
$11.3K ﹤0.01%
2,100
932
$11.3K ﹤0.01%
109
-359
933
$11.3K ﹤0.01%
122
+1
934
$11.3K ﹤0.01%
84
935
$11.2K ﹤0.01%
1,928
+596
936
$11.1K ﹤0.01%
350
937
$11K ﹤0.01%
50
938
$10.8K ﹤0.01%
107
939
$10.8K ﹤0.01%
229
940
$10.7K ﹤0.01%
2,000
941
$10.7K ﹤0.01%
56
942
$10.7K ﹤0.01%
206
943
$10.7K ﹤0.01%
235
944
$10.6K ﹤0.01%
205
+11
945
$10.5K ﹤0.01%
220
+3
946
$10.5K ﹤0.01%
68
947
$10.2K ﹤0.01%
358
948
$9.99K ﹤0.01%
500
949
$9.97K ﹤0.01%
434
950
$9.94K ﹤0.01%
158