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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5.94M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1
+$8.33M
2
+$4.62M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$7.96K ﹤0.01%
154
977
$7.88K ﹤0.01%
65
978
$7.86K ﹤0.01%
53
979
$7.84K ﹤0.01%
476
980
$7.83K ﹤0.01%
1,666
981
$7.76K ﹤0.01%
211
982
$7.74K ﹤0.01%
412
983
$7.73K ﹤0.01%
39
984
$7.7K ﹤0.01%
349
985
$7.68K ﹤0.01%
561
-1,532
986
$7.57K ﹤0.01%
22
987
$7.56K ﹤0.01%
97
988
$7.55K ﹤0.01%
129
989
$7.29K ﹤0.01%
+168
990
$7.18K ﹤0.01%
54
991
$7.11K ﹤0.01%
91
+14
992
$7.09K ﹤0.01%
271
993
$7.08K ﹤0.01%
+667
994
$7.01K ﹤0.01%
92
-1
995
$7K ﹤0.01%
+31
996
$6.92K ﹤0.01%
309
997
$6.9K ﹤0.01%
95
-276
998
$6.73K ﹤0.01%
93
-1
999
$6.66K ﹤0.01%
+34
1000
$6.64K ﹤0.01%
+25
38 39
40
41 42