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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$7K ﹤0.01%
206
952
$7K ﹤0.01%
47
953
$6K ﹤0.01%
250
-1,455
954
$6K ﹤0.01%
94
955
$6K ﹤0.01%
200
956
$6K ﹤0.01%
400
-1,550
957
$6K ﹤0.01%
200
958
$6K ﹤0.01%
166
959
$6K ﹤0.01%
24
960
$6K ﹤0.01%
80
961
$6K ﹤0.01%
200
962
$6K ﹤0.01%
70
963
$6K ﹤0.01%
539
+356
964
$6K ﹤0.01%
200
965
$6K ﹤0.01%
263
+175
966
$6K ﹤0.01%
1,582
-223
967
$6K ﹤0.01%
100
-800
968
$5K ﹤0.01%
156
+105
969
$5K ﹤0.01%
60
970
$5K ﹤0.01%
100
-500
971
$5K ﹤0.01%
220
972
$5K ﹤0.01%
103
973
$5K ﹤0.01%
+51
974
$5K ﹤0.01%
68
975
$5K ﹤0.01%
40
37 38
39
40 41