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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.63M 0.24%
28,657
+3,515
102
$6.58M 0.24%
132,471
+2,580
103
$6.54M 0.24%
15,933
+1,493
104
$6.52M 0.24%
32,253
+3,147
105
$6.51M 0.24%
64,358
+6,094
106
$6.18M 0.22%
11,052
+1,667
107
$5.94M 0.22%
12,347
+1,204
108
$5.91M 0.21%
14,398
+2,095
109
$5.89M 0.21%
13,286
+1,871
110
$5.89M 0.21%
60,095
111
$5.84M 0.21%
35,273
+719
112
$5.79M 0.21%
225,329
+31,704
113
$5.56M 0.2%
28,232
+4,400
114
$5.49M 0.2%
33,863
-321
115
$5.47M 0.2%
20,035
+564
116
$5.43M 0.2%
172,988
+27,008
117
$5.41M 0.2%
42,204
-1,600
118
$5.04M 0.18%
14,046
+270
119
$4.89M 0.18%
48,857
+1,085
120
$4.86M 0.18%
20,083
+9
121
$4.84M 0.18%
24,988
+3,781
122
$4.84M 0.18%
191,400
-2,025
123
$4.8M 0.17%
91,831
-19,078
124
$4.76M 0.17%
73,815
+66,313
125
$4.73M 0.17%
10,009
+1,572
3 4
5
6 7