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
301
$1.04M 0.03%
6,451
302
$1.02M 0.03%
6,373
+437
303
$1M 0.03%
32,315
+1,469
304
$1M 0.03%
13,391
+744
305
$994K 0.03%
7,982
+3,018
306
$978K 0.02%
5,204
-500
307
$971K 0.02%
11,801
+1,895
308
$964K 0.02%
39,798
-567
309
$961K 0.02%
19,857
+2,168
310
$950K 0.02%
69,687
+34,992
311
$946K 0.02%
13,327
-307
312
$943K 0.02%
13,915
-1,227
313
$939K 0.02%
7,992
+2,916
314
$936K 0.02%
50,716
+310
315
$923K 0.02%
30,663
-3,600
316
$911K 0.02%
5,325
-2
317
$894K 0.02%
1,625
+716
318
$886K 0.02%
6,108
+1,436
319
$881K 0.02%
11,162
+395
320
$862K 0.02%
110,475
-5,900
321
$860K 0.02%
10,253
+2,186
322
$852K 0.02%
5,522
+934
323
$824K 0.02%
10,707
324
$805K 0.02%
4,086
325
$796K 0.02%
25,904
+5,643
11 12
13
14 15