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
176
$2.63M 0.1%
21,817
+2,092
177
$2.61M 0.1%
11,261
+114
178
$2.6M 0.1%
61,799
+6,541
179
$2.54M 0.09%
57,047
180
$2.46M 0.09%
13,434
+5,847
181
$2.44M 0.09%
19,977
-196
182
$2.4M 0.09%
68,837
-1,000
183
$2.38M 0.09%
60,961
184
$2.36M 0.09%
46,158
+3,779
185
$2.33M 0.09%
18,502
+1,773
186
$2.32M 0.08%
27,985
+100
187
$2.31M 0.08%
7,571
-665
188
$2.31M 0.08%
27,031
-489
189
$2.3M 0.08%
10,333
+1,082
190
$2.29M 0.08%
33,370
+20,721
191
$2.26M 0.08%
5,999
+664
192
$2.26M 0.08%
14,348
+870
193
$2.24M 0.08%
8,393
-149
194
$2.21M 0.08%
66,993
+5,321
195
$2.18M 0.08%
30,385
196
$2.16M 0.08%
35,464
+3,766
197
$2.16M 0.08%
40,078
198
$2.14M 0.08%
6,617
+757
199
$2.13M 0.08%
8,331
200
$2.08M 0.08%
17,886
-1,391
6 7
8
9 10