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
126
$4.68M 0.17%
197,604
-3,504
127
$4.56M 0.17%
19,171
+1,776
128
$4.54M 0.16%
16,683
+1,685
129
$4.51M 0.16%
11,073
+1,666
130
$4.4M 0.16%
10,596
+120
131
$4.21M 0.15%
17,428
+2,441
132
$4.2M 0.15%
73,679
-836
133
$4.12M 0.15%
59,153
+8,513
134
$3.99M 0.14%
65,022
+35,753
135
$3.98M 0.14%
42,018
+1,070
136
$3.94M 0.14%
24,957
+2,276
137
$3.92M 0.14%
36,194
-1,827
138
$3.92M 0.14%
85,845
+9,180
139
$3.85M 0.14%
203,636
+25,142
140
$3.84M 0.14%
35,235
+5,926
141
$3.83M 0.14%
48,478
+5,600
142
$3.81M 0.14%
156,015
+27,448
143
$3.75M 0.14%
48,047
-709
144
$3.74M 0.14%
20,455
+500
145
$3.72M 0.14%
17,850
146
$3.67M 0.13%
11,995
147
$3.67M 0.13%
28,215
-165
148
$3.64M 0.13%
46,766
-1,360
149
$3.56M 0.13%
413,907
+68,546
150
$3.48M 0.13%
15,300
-135
4 5
6
7 8