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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
1076
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-1,733
1077
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1078
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1079
$0 ﹤0.01%
1
1080
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1081
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-139
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-500
1083
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-335
1084
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-200
1085
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1086
$0 ﹤0.01%
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1087
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0
1088
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1089
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1090
– –
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1091
$0 ﹤0.01%
25
1092
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1093
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1094
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1095
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$0 ﹤0.01%
78
1097
$0 ﹤0.01%
3
1098
– –
-619
1099
– –
-1,200
1100
– –
-46,787
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