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
251
$1.34M 0.05%
12,128
-396
252
$1.33M 0.05%
4,645
-112
253
$1.32M 0.05%
13,209
-16,492
254
$1.27M 0.04%
3,099
-7
255
$1.24M 0.04%
22,595
-1,052
256
$1.23M 0.04%
10,000
257
$1.23M 0.04%
20,606
+548
258
$1.23M 0.04%
19,029
-67
259
$1.22M 0.04%
16,284
-6,137
260
$1.2M 0.04%
29,452
-118
261
$1.17M 0.04%
40,068
-8,875
262
$1.16M 0.04%
12,975
+545
263
$1.15M 0.04%
2,504
264
$1.14M 0.04%
27,756
-2,133
265
$1.14M 0.04%
23,267
266
$1.11M 0.04%
6,910
+102
267
$1.11M 0.04%
6,871
-502
268
$1.1M 0.04%
22,175
-4,141
269
$1.1M 0.04%
8,942
-430
270
$1.09M 0.04%
31,373
-52
271
$1.08M 0.04%
13,731
-32
272
$1.07M 0.04%
5,328
273
$1.06M 0.04%
7,475
274
$1.03M 0.04%
13,860
275
$1.03M 0.04%
2,348
-49
9 10
11
12 13