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
1126
$2.26K ﹤0.01%
113
+12
1127
$2.21K ﹤0.01%
+50
1128
$2.19K ﹤0.01%
47
+4
1129
$2.14K ﹤0.01%
31
1130
$2.04K ﹤0.01%
+20
1131
$2.03K ﹤0.01%
78
1132
$1.98K ﹤0.01%
30
1133
$1.93K ﹤0.01%
58
-4
1134
$1.89K ﹤0.01%
20
1135
$1.87K ﹤0.01%
19
-14
1136
$1.81K ﹤0.01%
62
1137
$1.67K ﹤0.01%
15
1138
$1.67K ﹤0.01%
16
1139
$1.62K ﹤0.01%
13
1140
$1.61K ﹤0.01%
18
-230
1141
$1.59K ﹤0.01%
65
1142
$1.56K ﹤0.01%
4
1143
$1.55K ﹤0.01%
36
-2
1144
$1.54K ﹤0.01%
28
-1
1145
$1.5K ﹤0.01%
80
-8
1146
$1.48K ﹤0.01%
+105
1147
$1.47K ﹤0.01%
10
-229
1148
$1.45K ﹤0.01%
80
1149
$1.44K ﹤0.01%
43
-1
1150
$1.42K ﹤0.01%
50
44 45
46
47 48