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
1026
$5.52K ﹤0.01%
159
1027
$5.38K ﹤0.01%
71
1028
$5.33K ﹤0.01%
57
1029
$5.26K ﹤0.01%
110
1030
$5.26K ﹤0.01%
142
+58
1031
$5.25K ﹤0.01%
70
1032
$5.21K ﹤0.01%
+35
1033
$5.21K ﹤0.01%
417
1034
$5.13K ﹤0.01%
90
1035
$5.07K ﹤0.01%
45
+3
1036
$4.99K ﹤0.01%
135
1037
$4.98K ﹤0.01%
105
1038
$4.98K ﹤0.01%
237
-895
1039
$4.97K ﹤0.01%
98
+2
1040
$4.96K ﹤0.01%
54
-32
1041
$4.95K ﹤0.01%
68
1042
$4.95K ﹤0.01%
95
+36
1043
$4.74K ﹤0.01%
103
1044
$4.72K ﹤0.01%
24
1045
$4.72K ﹤0.01%
60
1046
$4.71K ﹤0.01%
30
-36
1047
$4.49K ﹤0.01%
33
+1
1048
$4.48K ﹤0.01%
68
1049
$4.45K ﹤0.01%
60
1050
$4.37K ﹤0.01%
60
+1
40 41
42
43 44