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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.59M
3
+$7.18M
4
AMZN icon
Amazon
AMZN
+$6.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.41M

Top Sells

1
+$2.66M
2
+$2.14M
3
+$2.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-308
1127
– –
-4,886
1128
– –
-16,075
1129
– –
-3,642
1130
– –
-496
1131
– –
-538
1132
– –
-539
1133
$0 ﹤0.01%
81
-2,877
1134
– –
-700
1135
– –
-2,050
1136
– –
-2,813
1137
– –
-6,666
1138
– –
-220
1139
$0 ﹤0.01%
6
-2
42 43 44 45
46