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
276
$1.02M 0.04%
9,377
277
$1M 0.04%
32,777
-126
278
$984K 0.03%
6,429
-466
279
$947K 0.03%
7,233
280
$944K 0.03%
18,459
-257
281
$938K 0.03%
18,749
+11,749
282
$935K 0.03%
25,500
283
$932K 0.03%
12,295
284
$915K 0.03%
6,002
+29
285
$882K 0.03%
12,959
-882
286
$879K 0.03%
6,133
287
$876K 0.03%
8,857
-10
288
$864K 0.03%
9,600
289
$852K 0.03%
7,915
290
$816K 0.03%
7,779
-137
291
$811K 0.03%
12,334
+108
292
$808K 0.03%
958
-127
293
$804K 0.03%
46,452
-587
294
$783K 0.03%
16,086
-3,853
295
$758K 0.03%
3,226
296
$748K 0.03%
5,950
297
$739K 0.03%
583
298
$732K 0.03%
36,000
-3,550
299
$730K 0.03%
9,511
300
$711K 0.03%
10,457
-133
10 11
12
13 14