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
76
$5.39M 0.38%
42,078
+481
77
$5.32M 0.37%
60,204
+2,079
78
$5.27M 0.37%
96,762
+813
79
$4.91M 0.34%
41,076
+1,936
80
$4.89M 0.34%
113,219
+13,157
81
$4.85M 0.34%
16,844
+963
82
$4.85M 0.34%
47,260
-1,125
83
$4.8M 0.33%
10,774
-1,626
84
$4.79M 0.33%
59,341
-1,745
85
$4.66M 0.32%
24,038
+564
86
$4.62M 0.32%
24,006
+1,077
87
$4.51M 0.31%
38,168
-11
88
$4.51M 0.31%
18,783
+2,105
89
$4.46M 0.31%
37,324
90
$4.39M 0.31%
29,543
+630
91
$4.33M 0.3%
109,572
-642
92
$4.22M 0.29%
33,393
-250
93
$4.05M 0.28%
48,724
+846
94
$3.7M 0.26%
88,362
+2,676
95
$3.58M 0.25%
22,658
+4,777
96
$3.56M 0.25%
17,166
+150
97
$3.55M 0.25%
46,572
+4,698
98
$3.55M 0.25%
53,104
99
$3.53M 0.25%
41,446
+1,074
100
$3.48M 0.24%
57,625
+1,954
2 3
4
5 6