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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.67M 0.17%
52,533
+3,223
127
$4.52M 0.16%
20,074
-366
128
$4.51M 0.16%
23,917
+12,436
129
$4.42M 0.16%
17,518
+5,078
130
$4.41M 0.16%
38,021
+1,712
131
$4.39M 0.16%
74,515
-221
132
$4.28M 0.16%
21,207
+2,226
133
$4.08M 0.15%
50,640
+5,220
134
$4.08M 0.15%
29,309
+3,257
135
$3.98M 0.15%
23,832
+2,506
136
$3.97M 0.15%
17,395
+1,205
137
$3.96M 0.14%
48,756
+4,948
138
$3.91M 0.14%
17,850
139
$3.89M 0.14%
48,126
-370
140
$3.83M 0.14%
20,948
-614
141
$3.81M 0.14%
15,435
-610
142
$3.79M 0.14%
28,380
-4,101
143
$3.69M 0.13%
8,437
+843
144
$3.65M 0.13%
14,987
+1,672
145
$3.61M 0.13%
76,665
+4,965
146
$3.59M 0.13%
10,476
+74
147
$3.51M 0.13%
14,231
-16
148
$3.46M 0.13%
186,578
-132,378
149
$3.42M 0.13%
21,433
+2,045
150
$3.41M 0.12%
15,485
+79
4 5
6
7 8