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
126
$5.76M 0.17%
72,345
+3,604
127
$5.65M 0.16%
70,854
+604
128
$5.63M 0.16%
10,483
+34
129
$5.61M 0.16%
13,071
+654
130
$5.59M 0.16%
29,292
+393
131
$5.59M 0.16%
25,943
+370
132
$5.57M 0.16%
96,630
+6,844
133
$5.52M 0.16%
15,901
-466
134
$5.52M 0.16%
42,825
+2,386
135
$5.39M 0.15%
89,235
+49,933
136
$5.37M 0.15%
23,900
+1,126
137
$5.3M 0.15%
61,310
-5,774
138
$5.21M 0.15%
21,170
-335
139
$5.14M 0.15%
20,278
+1,015
140
$5.11M 0.15%
22,216
+185
141
$5.06M 0.15%
32,339
+1,700
142
$5M 0.14%
13,932
+736
143
$4.99M 0.14%
134,775
+6,750
144
$4.91M 0.14%
273,818
+4,432
145
$4.86M 0.14%
89,676
-2,030
146
$4.73M 0.14%
51,791
+370
147
$4.72M 0.14%
49,653
+2,431
148
$4.72M 0.14%
161,855
+7,982
149
$4.63M 0.13%
21,122
-19,042
150
$4.56M 0.13%
12,444
+430
4 5
6
7 8