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
976
$1K ﹤0.01%
11
977
$1K ﹤0.01%
40
978
$1K ﹤0.01%
30
979
$1K ﹤0.01%
4
980
$1K ﹤0.01%
110
981
$1K ﹤0.01%
100
982
$1K ﹤0.01%
68
983
$1K ﹤0.01%
11
984
$1K ﹤0.01%
135
985
– –
-150
986
$0 ﹤0.01%
15
987
$0 ﹤0.01%
14
988
– –
-3
989
– –
-9
990
– –
-49
991
$0 ﹤0.01%
8
992
$0 ﹤0.01%
3
993
– –
-455
994
$0 ﹤0.01%
7
995
– –
-150
996
$0 ﹤0.01%
15
997
$0 ﹤0.01%
3
998
$0 ﹤0.01%
1
999
– –
-1,000
1000
– –
-200
38 39
40
41 42