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
201
$1.05M 0.07%
73,463
+1,883
202
$1.03M 0.07%
7,370
+580
203
$1.03M 0.07%
12,411
-72
204
$1.01M 0.07%
32,263
205
$1.01M 0.07%
3,716
+81
206
$998K 0.07%
655
207
$996K 0.07%
8,556
+380
208
$992K 0.07%
9,085
-383
209
$991K 0.07%
39,240
-6,704
210
$988K 0.07%
56,640
+1,048
211
$970K 0.07%
31,441
+628
212
$951K 0.07%
25,038
-2,608
213
$944K 0.07%
4,520
+693
214
$939K 0.07%
16,010
+2,301
215
$936K 0.07%
10,862
+282
216
$934K 0.07%
5,627
+880
217
$931K 0.06%
18,372
-637
218
$929K 0.06%
7,707
+1,213
219
$919K 0.06%
8,130
+300
220
$915K 0.06%
6,150
221
$912K 0.06%
5,981
+940
222
$891K 0.06%
3,348
+205
223
$890K 0.06%
28,914
+497
224
$866K 0.06%
6,107
+959
225
$852K 0.06%
9,481
7 8
9
10 11