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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.38M 0.34%
138,029
+3,564
77
$5.31M 0.33%
86,131
+17,118
78
$5.29M 0.33%
24,965
-3,084
79
$5.15M 0.32%
45,735
-6,926
80
$5.13M 0.32%
16,922
+1,302
81
$5.09M 0.32%
149,583
-14,789
82
$4.98M 0.31%
21,011
+4,480
83
$4.7M 0.3%
85,051
-12,100
84
$4.68M 0.29%
117,204
-189
85
$4.63M 0.29%
36,021
-12,844
86
$4.62M 0.29%
23,372
+2,912
87
$4.54M 0.29%
49,762
+3,696
88
$4.53M 0.29%
39,231
-5,857
89
$4.46M 0.28%
53,625
-6,893
90
$4.13M 0.26%
48,696
+10,894
91
$4.12M 0.26%
70,094
+21,284
92
$4.12M 0.26%
28,812
+23,062
93
$4.11M 0.26%
35,058
-1,687
94
$4.11M 0.26%
21,924
-1,146
95
$4.1M 0.26%
91,763
-1,288
96
$4.06M 0.26%
71,720
+15,260
97
$4.04M 0.25%
9,979
+1,693
98
$3.95M 0.25%
31,216
-22
99
$3.81M 0.24%
28,173
-30,586
100
$3.64M 0.23%
44,071
-510
2 3
4
5 6