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
76
$8.76M 0.32%
33,400
77
$8.63M 0.31%
11,287
+886
78
$8.1M 0.29%
173,078
+16,124
79
$8.08M 0.29%
158,597
+6,346
80
$7.98M 0.29%
49,200
+7,677
81
$7.97M 0.29%
176,446
-2,276
82
$7.91M 0.29%
22,258
+2,078
83
$7.82M 0.28%
45,901
+6,345
84
$7.77M 0.28%
11,639
+1,448
85
$7.72M 0.28%
144,666
+14,931
86
$7.64M 0.28%
44,491
+4,015
87
$7.47M 0.27%
131,824
+15,222
88
$7.41M 0.27%
101,459
+795
89
$7.25M 0.26%
60,580
+13,356
90
$7.22M 0.26%
34,017
+2,697
91
$7.19M 0.26%
48,170
-1,496
92
$7.17M 0.26%
12,867
+1,142
93
$7.15M 0.26%
32,092
+264
94
$7.13M 0.26%
42,958
+441
95
$7.12M 0.26%
38,784
+4,031
96
$7.07M 0.26%
153,940
+15,843
97
$6.94M 0.25%
37,132
+409
98
$6.88M 0.25%
83,172
-625
99
$6.82M 0.25%
35,635
-1,192
100
$6.7M 0.24%
108,024
+671
2 3
4
5 6