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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
62
952
$3K ﹤0.01%
70
953
$3K ﹤0.01%
151
954
$3K ﹤0.01%
+679
955
$3K ﹤0.01%
204
956
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957
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958
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11
959
$2K ﹤0.01%
100
960
$2K ﹤0.01%
62
961
$2K ﹤0.01%
109
962
$2K ﹤0.01%
106
963
$2K ﹤0.01%
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964
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85
965
$2K ﹤0.01%
80
-80
966
$2K ﹤0.01%
148
967
$2K ﹤0.01%
250
968
$1K ﹤0.01%
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969
$1K ﹤0.01%
35
-12
970
$1K ﹤0.01%
74
971
$1K ﹤0.01%
2
972
$1K ﹤0.01%
23
973
$1K ﹤0.01%
44
974
$1K ﹤0.01%
10
975
$1K ﹤0.01%
100
-35
37 38
39
40 41