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
$3.96B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,468
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$12M
3
+$8.39M
4
SCHW icon
Charles Schwab
SCHW
+$6.92M
5
COF icon
Capital One
COF
+$6.88M

Top Sells

1
+$26.9M
2
+$11.5M
3
+$7.4M
4
INTU icon
Intuit
INTU
+$7.06M
5
V icon
Visa
V
+$6.23M

Sector Composition

1 Technology 22.67%
2 Financials 12.29%
3 Healthcare 7.56%
4 Consumer Discretionary 7.2%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.66M 0.04%
5,634
-2
252
$1.61M 0.04%
3,612
-68
253
$1.6M 0.04%
30,272
-1,044
254
$1.58M 0.04%
25,500
255
$1.55M 0.04%
74,985
256
$1.55M 0.04%
10,888
-219
257
$1.54M 0.04%
789
-50
258
$1.51M 0.04%
3,536
+1,749
259
$1.5M 0.04%
20,655
260
$1.5M 0.04%
7,224
+668
261
$1.48M 0.04%
7,745
+3,872
262
$1.41M 0.04%
18,440
-1,000
263
$1.41M 0.04%
15,167
+11,363
264
$1.41M 0.04%
6,077
-40
265
$1.4M 0.04%
23,590
-685
266
$1.4M 0.04%
2,742
+273
267
$1.4M 0.04%
8,109
-1,179
268
$1.38M 0.04%
7,014
+443
269
$1.38M 0.03%
14,093
+1,080
270
$1.36M 0.03%
6,620
271
$1.35M 0.03%
4,098
-25
272
$1.34M 0.03%
3,887
-1,093
273
$1.34M 0.03%
5,058
+504
274
$1.34M 0.03%
12,815
+610
275
$1.32M 0.03%
41,613
+2,056
9 10
11
12 13