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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
951
$1K ﹤0.01%
40
952
$1K ﹤0.01%
71
953
$1K ﹤0.01%
29
954
$1K ﹤0.01%
14
955
$1K ﹤0.01%
35
+12
956
$1K ﹤0.01%
43
957
$1K ﹤0.01%
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958
$1K ﹤0.01%
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34
960
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961
$1K ﹤0.01%
11
962
$1K ﹤0.01%
74
963
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964
$1K ﹤0.01%
24
965
$1K ﹤0.01%
55
966
$1K ﹤0.01%
5
967
$1K ﹤0.01%
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969
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30
970
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83
971
$1K ﹤0.01%
68
972
$1K ﹤0.01%
+31
973
– –
-175
974
– –
-354
975
$0 ﹤0.01%
3
37 38
39
40 41