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
176
$1.34M 0.09%
24,244
+612
177
$1.33M 0.09%
5,382
+400
178
$1.32M 0.09%
16,322
+2,571
179
$1.29M 0.09%
11,431
-301
180
$1.29M 0.09%
12,062
+451
181
$1.29M 0.09%
41,938
-1,545
182
$1.28M 0.09%
63,832
+9,868
183
$1.24M 0.09%
3,854
+604
184
$1.23M 0.09%
12,047
+500
185
$1.22M 0.08%
10,687
186
$1.22M 0.08%
47,837
+2,259
187
$1.21M 0.08%
12,134
+9,726
188
$1.21M 0.08%
9,952
+1,568
189
$1.21M 0.08%
8,259
+1,194
190
$1.19M 0.08%
19,502
+4,000
191
$1.18M 0.08%
11,086
-158
192
$1.17M 0.08%
20,092
-60
193
$1.16M 0.08%
10,193
194
$1.16M 0.08%
12,786
-20
195
$1.13M 0.08%
2,902
+130
196
$1.11M 0.08%
9,727
-925
197
$1.1M 0.08%
5,981
+940
198
$1.07M 0.07%
7,409
+1,153
199
$1.05M 0.07%
9,414
+650
200
$1.05M 0.07%
19,008
+1,589
6 7
8
9 10