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
326
$534K 0.02%
1,704
+58
327
$530K 0.02%
3,028
-3
328
$523K 0.02%
4,237
-335
329
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3,538
330
$523K 0.02%
7,234
331
$522K 0.02%
5,543
+1
332
$519K 0.02%
3,453
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333
$516K 0.02%
15,037
-1
334
$511K 0.02%
17,845
335
$508K 0.02%
8,924
-615
336
$489K 0.02%
8,363
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337
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12,933
-53
338
$482K 0.02%
12,642
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339
$476K 0.02%
6,577
340
$464K 0.02%
5,076
341
$460K 0.02%
15,592
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342
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2,597
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343
$450K 0.02%
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344
$447K 0.02%
52,791
345
$440K 0.02%
606
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346
$432K 0.02%
7,839
347
$427K 0.02%
4,470
348
$426K 0.02%
2,447
-119
349
$425K 0.02%
7,875
350
$424K 0.02%
2,502
12 13
14
15 16