WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$5.52M
2
+$3.42M
3
+$3.13M
4
AMZN icon
Amazon
AMZN
+$3.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.82M

Top Sells

1
+$7.42M
2
+$2.72M
3
+$2.47M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.38M

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
976
$5K ﹤0.01%
125
-660
977
$5K ﹤0.01%
20
978
$5K ﹤0.01%
300
979
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132
-98
980
$5K ﹤0.01%
626
+425
981
$5K ﹤0.01%
68
982
$5K ﹤0.01%
+20
983
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61
984
$5K ﹤0.01%
175
985
$4K ﹤0.01%
3
986
$4K ﹤0.01%
65
987
$4K ﹤0.01%
60
988
$4K ﹤0.01%
167
989
$4K ﹤0.01%
600
-1,550
990
$4K ﹤0.01%
84
991
$4K ﹤0.01%
110
992
$4K ﹤0.01%
150
993
$4K ﹤0.01%
328
994
$4K ﹤0.01%
200
-1,055
995
$3K ﹤0.01%
150
-1,050
996
$3K ﹤0.01%
110
997
$3K ﹤0.01%
62
998
$3K ﹤0.01%
100
-600
999
$3K ﹤0.01%
20
+13
1000
$3K ﹤0.01%
80
38 39
40
41 42