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
301
$701K 0.02%
6,614
302
$696K 0.02%
5,793
303
$693K 0.02%
3,464
304
$692K 0.02%
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305
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17,690
+233
306
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610
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307
$678K 0.02%
5,882
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308
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8,985
309
$668K 0.02%
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310
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9,812
-365
311
$650K 0.02%
14,144
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312
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23,548
313
$633K 0.02%
38,440
314
$630K 0.02%
10,467
315
$622K 0.02%
5,581
316
$602K 0.02%
9,571
-208
317
$602K 0.02%
42,033
318
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319
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320
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4,086
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321
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-4
322
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6,544
-102
323
$577K 0.02%
6,784
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324
$566K 0.02%
6,044
-4,465
325
$544K 0.02%
4,964
11 12
13
14 15