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
201
$2.46M 0.07%
42,234
-567
202
$2.44M 0.07%
11,732
-131
203
$2.4M 0.07%
20,136
+1,014
204
$2.36M 0.07%
13,013
+653
205
$2.35M 0.07%
5,969
+99
206
$2.34M 0.07%
24,080
+200
207
$2.3M 0.07%
18,381
-1,598
208
$2.25M 0.06%
42,132
+2,102
209
$2.24M 0.06%
16,186
+50
210
$2.24M 0.06%
18,126
+910
211
$2.23M 0.06%
17,095
+412
212
$2.21M 0.06%
92,893
-3,684
213
$2.16M 0.06%
58,480
214
$2.16M 0.06%
11,658
+566
215
$2.13M 0.06%
12,022
-1,187
216
$2.11M 0.06%
50,278
+2,505
217
$2.1M 0.06%
32,907
+784
218
$2.06M 0.06%
13,850
+824
219
$2.06M 0.06%
4,274
+541
220
$2.03M 0.06%
10,252
-12,527
221
$2.01M 0.06%
8,050
+432
222
$1.99M 0.06%
12,155
-678
223
$1.99M 0.06%
28,437
+3,437
224
$1.93M 0.06%
19,662
-735
225
$1.89M 0.05%
8,151
7 8
9
10 11