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
1176
$691 ﹤0.01%
+25
1177
$639 ﹤0.01%
+23
1178
$630 ﹤0.01%
5
1179
$618 ﹤0.01%
68
1180
$591 ﹤0.01%
+35
1181
$552 ﹤0.01%
2
1182
$540 ﹤0.01%
40
1183
$532 ﹤0.01%
5
+2
1184
$476 ﹤0.01%
24
1185
$445 ﹤0.01%
7
+3
1186
$423 ﹤0.01%
99
1187
$416 ﹤0.01%
9
1188
$400 ﹤0.01%
7
-45
1189
$353 ﹤0.01%
11
1190
$353 ﹤0.01%
6
1191
$310 ﹤0.01%
15
1192
$306 ﹤0.01%
11
-42
1193
$303 ﹤0.01%
+15
1194
$298 ﹤0.01%
+25
1195
$283 ﹤0.01%
7
1196
$270 ﹤0.01%
+19
1197
$261 ﹤0.01%
+95
1198
$214 ﹤0.01%
83
1199
$206 ﹤0.01%
4
1200
$177 ﹤0.01%
10
46 47
48
49 50