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
$2.82B
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.59M
3
+$3.3M
4
LIN icon
Linde
LIN
+$3.28M
5
RTX icon
RTX Corp
RTX
+$2.41M

Top Sells

1
+$10.1M
2
+$6M
3
+$5.11M
4
URI icon
United Rentals
URI
+$3.06M
5
NKE icon
Nike
NKE
+$2.93M

Sector Composition

1 Technology 22.3%
2 Financials 9.78%
3 Healthcare 8.72%
4 Consumer Discretionary 7.87%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.06%
18,201
+267
227
$1.71M 0.06%
17,313
-1,031
228
$1.69M 0.06%
8,331
229
$1.68M 0.06%
26,291
-55
230
$1.66M 0.06%
5,863
-1
231
$1.63M 0.06%
44,482
-2,707
232
$1.63M 0.06%
13,598
-87
233
$1.55M 0.05%
7,810
+114
234
$1.54M 0.05%
3,901
-310
235
$1.54M 0.05%
7,413
-76
236
$1.52M 0.05%
18,896
-462
237
$1.5M 0.05%
23,880
-250
238
$1.49M 0.05%
16,343
+243
239
$1.48M 0.05%
14,323
-1,126
240
$1.48M 0.05%
6,960
+73
241
$1.48M 0.05%
87,483
-6,900
242
$1.46M 0.05%
29,550
-1,081
243
$1.46M 0.05%
97,189
-7,420
244
$1.44M 0.05%
200,830
-26,509
245
$1.43M 0.05%
21,050
-2,385
246
$1.42M 0.05%
55,984
-4,334
247
$1.4M 0.05%
11,910
-190
248
$1.37M 0.05%
11,369
-491
249
$1.37M 0.05%
26,479
-361
250
$1.34M 0.05%
17,191
8 9
10
11 12