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
1151
$1.4K ﹤0.01%
+30
1152
$1.33K ﹤0.01%
27
1153
$1.33K ﹤0.01%
+30
1154
$1.33K ﹤0.01%
+80
1155
$1.33K ﹤0.01%
45
1156
$1.16K ﹤0.01%
105
1157
$1.14K ﹤0.01%
89
1158
$1.14K ﹤0.01%
325
1159
$1.14K ﹤0.01%
16
-1
1160
$1.11K ﹤0.01%
19
1161
$1.1K ﹤0.01%
75
1162
$1.07K ﹤0.01%
1,000
1163
$1K ﹤0.01%
+57
1164
$977 ﹤0.01%
15
-1
1165
$971 ﹤0.01%
43
1166
$894 ﹤0.01%
198
1167
$860 ﹤0.01%
2,000
1168
$847 ﹤0.01%
+41
1169
$845 ﹤0.01%
7
+4
1170
$829 ﹤0.01%
+25
1171
$828 ﹤0.01%
29
+1
1172
$737 ﹤0.01%
134
+50
1173
$714 ﹤0.01%
100
1174
$708 ﹤0.01%
+120
1175
$691 ﹤0.01%
6
45 46
47
48 49