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
151
$1.79M 0.12%
20,138
152
$1.76M 0.12%
95,666
-17,065
153
$1.69M 0.12%
10,869
+1,655
154
$1.69M 0.12%
6,658
+245
155
$1.65M 0.12%
21,666
+2,048
156
$1.63M 0.11%
17,354
+362
157
$1.61M 0.11%
13,413
+969
158
$1.58M 0.11%
8,763
159
$1.57M 0.11%
7,265
-305
160
$1.56M 0.11%
9,222
-97
161
$1.55M 0.11%
27,595
+1,590
162
$1.55M 0.11%
10,175
163
$1.55M 0.11%
17,241
-9,037
164
$1.51M 0.11%
17,784
-18
165
$1.51M 0.11%
6,788
166
$1.48M 0.1%
24,002
+1,720
167
$1.48M 0.1%
63,717
-5,755
168
$1.47M 0.1%
9,225
-3,084
169
$1.44M 0.1%
24,861
170
$1.43M 0.1%
15,235
171
$1.42M 0.1%
29,891
+232
172
$1.42M 0.1%
5,147
+150
173
$1.41M 0.1%
24,954
+4,434
174
$1.38M 0.1%
116,998
175
$1.37M 0.1%
15,379
-420
5 6
7
8 9