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
76
$8.73M 0.32%
178,722
+102
77
$8.57M 0.31%
41,523
+3,830
78
$8.11M 0.3%
10,191
+758
79
$7.96M 0.29%
31,320
+877
80
$7.94M 0.29%
138,097
+8,399
81
$7.91M 0.29%
152,251
+913
82
$7.9M 0.29%
156,954
+7,088
83
$7.83M 0.29%
129,735
+3,641
84
$7.79M 0.28%
47,224
+3,383
85
$7.61M 0.28%
11,725
+593
86
$7.52M 0.27%
29,106
+1,668
87
$7.41M 0.27%
36,827
-2,439
88
$7.31M 0.27%
83,797
-331
89
$7.17M 0.26%
11,143
+556
90
$7.14M 0.26%
42,517
91
$7.09M 0.26%
25,142
+1,895
92
$6.88M 0.25%
39,556
+2,730
93
$6.86M 0.25%
112,062
-828
94
$6.83M 0.25%
116,602
+8,146
95
$6.81M 0.25%
14,440
+966
96
$6.74M 0.25%
40,476
+3,221
97
$6.71M 0.24%
20,180
+1,553
98
$6.58M 0.24%
31,828
+27
99
$6.55M 0.24%
34,753
+2,487
100
$6.53M 0.24%
34,554
+365
2 3
4
5 6