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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.56M 0.16%
17,950
127
$2.54M 0.16%
17,061
-350
128
$2.51M 0.16%
165,493
+33,121
129
$2.48M 0.16%
9,266
-402
130
$2.47M 0.16%
31,672
+1,009
131
$2.38M 0.15%
7,642
+1,638
132
$2.34M 0.15%
161,405
+6,047
133
$2.33M 0.15%
20,391
-350
134
$2.32M 0.15%
6,274
+1,471
135
$2.31M 0.15%
17,196
-291
136
$2.28M 0.14%
12,067
-932
137
$2.26M 0.14%
+52,650
138
$2.26M 0.14%
66,430
-375
139
$2.25M 0.14%
9,593
-410
140
$2.19M 0.14%
40,017
-438
141
$2.17M 0.14%
13,328
+11,574
142
$2.16M 0.14%
42,691
+10,149
143
$2.14M 0.13%
29,227
-550
144
$2.14M 0.13%
89,156
-27,788
145
$2.11M 0.13%
+58,480
146
$2.08M 0.13%
26,479
-1,863
147
$2.02M 0.13%
18,816
148
$2M 0.13%
21,910
-176
149
$1.92M 0.12%
8,888
+1,861
150
$1.9M 0.12%
12,354
-1,129
4 5
6
7 8