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
126
$2.26M 0.16%
43,054
+580
127
$2.25M 0.16%
245,286
+15,562
128
$2.23M 0.16%
41,577
-871
129
$2.21M 0.15%
30,053
-200
130
$2.19M 0.15%
14,672
+2,697
131
$2.17M 0.15%
24,871
+1,674
132
$2.17M 0.15%
105,478
+2,545
133
$2.15M 0.15%
24,012
+1,934
134
$2.11M 0.15%
19,284
-400
135
$2.1M 0.15%
20,595
-300
136
$2.07M 0.14%
126,580
+4,247
137
$2.04M 0.14%
38,498
+1,065
138
$2M 0.14%
14,618
-886
139
$2M 0.14%
35,814
+2,950
140
$1.97M 0.14%
69,805
141
$1.97M 0.14%
13,855
+984
142
$1.96M 0.14%
32,661
+1,250
143
$1.96M 0.14%
33,301
+4,395
144
$1.93M 0.13%
23,935
+523
145
$1.88M 0.13%
26,324
-667
146
$1.85M 0.13%
16,997
147
$1.83M 0.13%
67,840
+59,845
148
$1.83M 0.13%
37,469
+25,174
149
$1.82M 0.13%
14,450
+581
150
$1.81M 0.13%
77,923
+5,227
4 5
6
7 8