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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.33M 0.23%
33,550
+150
102
$3.32M 0.23%
20,513
103
$3.28M 0.23%
20,070
104
$3.25M 0.23%
18,713
-19,800
105
$3.17M 0.22%
36,519
+600
106
$3.13M 0.22%
18,629
+425
107
$2.96M 0.21%
46,980
-1,011
108
$2.83M 0.2%
34,953
+2,417
109
$2.82M 0.2%
18,945
-150
110
$2.8M 0.2%
17,357
111
$2.75M 0.19%
67,364
-1,030
112
$2.74M 0.19%
630,040
+50,760
113
$2.7M 0.19%
97,880
+6,710
114
$2.68M 0.19%
20,704
+422
115
$2.63M 0.18%
28,179
116
$2.54M 0.18%
105,204
+3,932
117
$2.52M 0.18%
12,821
+3,483
118
$2.44M 0.17%
15,577
-96
119
$2.38M 0.17%
11,966
+483
120
$2.37M 0.17%
18,050
-595
121
$2.37M 0.16%
12,225
+225
122
$2.31M 0.16%
9,944
-3,499
123
$2.31M 0.16%
30,806
-880
124
$2.31M 0.16%
28,888
+2,080
125
$2.26M 0.16%
77,626
-614
3 4
5
6 7