WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+10.19%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$2.74B
AUM Growth
+$295M
(+12%)
Cap. Flow
+$71M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
30.21%
Holding
1,144
New
24
Increased
331
Reduced
189
Closed
76
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.41M |
| 2 |
Apple
AAPL
|
$3.84M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.14M |
| 4 |
Amazon
AMZN
|
$3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.8M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.68M |
| 2 |
COR
Coresite Realty Corporation
COR
|
$2.72M |
| 3 |
Cadence Design Systems
CDNS
|
$2.55M |
| 4 |
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% |
