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
951
$9K ﹤0.01%
280
952
$9K ﹤0.01%
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953
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954
$9K ﹤0.01%
+1,000
955
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+149
956
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83
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+100
958
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80
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65
960
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961
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962
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576
-25
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965
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966
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+103
967
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968
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110
969
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90
970
$8K ﹤0.01%
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971
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$7K ﹤0.01%
159
973
$7K ﹤0.01%
174
974
$7K ﹤0.01%
4,200
975
$7K ﹤0.01%
+132