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
1026
$2K ﹤0.01%
74
1027
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1028
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40
1029
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1030
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20
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1031
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85
1032
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46
1033
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41
-84
1034
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85
1035
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1037
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30
1038
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84
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1039
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8
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1040
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1041
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1042
$1K ﹤0.01%
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1043
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1045
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1046
$1K ﹤0.01%
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1047
$1K ﹤0.01%
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1048
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1049
$1K ﹤0.01%
30
1050
$1K ﹤0.01%
68
40 41
42
43 44