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
1201
$155 ﹤0.01%
+38
1202
$142 ﹤0.01%
+2
1203
$131 ﹤0.01%
+8
1204
$120 ﹤0.01%
11
1205
$115 ﹤0.01%
+12
1206
$107 ﹤0.01%
+1
1207
$86 ﹤0.01%
56
+22
1208
$76 ﹤0.01%
+7
1209
$75 ﹤0.01%
4
1210
$74 ﹤0.01%
3
1211
$72 ﹤0.01%
24
1212
$62 ﹤0.01%
+9
1213
$62 ﹤0.01%
31
1214
$48 ﹤0.01%
4
1215
$42 ﹤0.01%
1
1216
$42 ﹤0.01%
+1
1217
$34 ﹤0.01%
+5
1218
$20 ﹤0.01%
6
1219
$17 ﹤0.01%
1
1220
– –
0
1221
– –
-347
1222
– –
-91
1223
– –
-1,000
1224
– –
-70
1225
– –
-649
47 48
49
50 51