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
101
$8.09M 0.23%
31,744
+1,351
102
$8.08M 0.23%
29,745
+1,242
103
$7.84M 0.23%
19,822
+972
104
$7.77M 0.22%
315,618
-4,526
105
$7.56M 0.22%
17,154
+848
106
$7.24M 0.21%
260,991
-7,762
107
$7.21M 0.21%
77,181
+3,877
108
$7.18M 0.21%
5,744
+317
109
$7.13M 0.2%
40,551
-19,867
110
$7.04M 0.2%
43,589
+674
111
$6.82M 0.2%
38,099
+642
112
$6.67M 0.19%
47,639
-1,751
113
$6.66M 0.19%
162,280
-2,126
114
$6.61M 0.19%
107,977
+2,283
115
$6.46M 0.19%
18,209
+504
116
$6.45M 0.18%
56,830
-568
117
$6.37M 0.18%
72,758
+3,646
118
$6.36M 0.18%
69,956
+22,070
119
$6.31M 0.18%
150,427
+2,943
120
$6.22M 0.18%
83,752
+3,744
121
$6.11M 0.18%
31,680
+190
122
$6.1M 0.17%
26,402
+469
123
$6.04M 0.17%
46,014
+1,660
124
$5.89M 0.17%
23,010
+1,163
125
$5.86M 0.17%
20,607
+636
3 4
5
6 7