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
276
$1.32M 0.03%
4,983
-157
277
$1.27M 0.03%
34,562
+4,096
278
$1.26M 0.03%
12,905
279
$1.25M 0.03%
17,052
+1,697
280
$1.25M 0.03%
30,500
281
$1.24M 0.03%
18,749
282
$1.22M 0.03%
24,714
-25
283
$1.2M 0.03%
38,661
284
$1.2M 0.03%
865
-119
285
$1.19M 0.03%
11,573
-1,174
286
$1.18M 0.03%
14,754
+8,179
287
$1.18M 0.03%
10,000
288
$1.17M 0.03%
11,386
-206
289
$1.15M 0.03%
18,333
+973
290
$1.1M 0.03%
+65,724
291
$1.08M 0.03%
12,295
292
$1.08M 0.03%
9,600
293
$1.08M 0.03%
32,406
-7,375
294
$1.07M 0.03%
3,979
+826
295
$1.06M 0.03%
3,157
+857
296
$1.06M 0.03%
11,830
-256
297
$1.06M 0.03%
13,714
-467
298
$1.06M 0.03%
7,746
-86
299
$1.06M 0.03%
9,489
300
$1.05M 0.03%
43,532
10 11
12
13 14