We are live on ! Find out more
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
1101
– –
-244
1102
– –
-600
1103
– –
-111
1104
– –
-1,824
1105
– –
-166
1106
– –
-20
1107
– –
-555
1108
– –
-76
1109
– –
-900
1110
– –
-62
1111
$0 ﹤0.01%
83
1112
– –
-80
1113
– –
-415
1114
– –
-1,688
1115
– –
-962
1116
– –
-111
1117
– –
-64
1118
– –
-740
1119
– –
-300
1120
– –
-450
1121
– –
-700
1122
– –
-1,000
1123
$0 ﹤0.01%
3
1124
$0 ﹤0.01%
1
1125
– –
-19,609
42 43 44
45
46