WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
351
$422K 0.01%
5,184
352
$413K 0.01%
4,011
-6,705
353
$412K 0.01%
2,116
354
$410K 0.01%
17,022
355
$405K 0.01%
6,580
356
$404K 0.01%
1,759
+9
357
$401K 0.01%
6,067
358
$396K 0.01%
21,265
-2,000
359
$395K 0.01%
11,897
360
$394K 0.01%
3,221
361
$390K 0.01%
49,271
362
$389K 0.01%
15,328
-830
363
$388K 0.01%
3,653
-2
364
$379K 0.01%
11,410
+693
365
$377K 0.01%
5,062
366
$370K 0.01%
5,520
367
$366K 0.01%
1,805
368
$365K 0.01%
4,733
-137
369
$361K 0.01%
1,744
-1
370
$360K 0.01%
10,468
-1,226
371
$359K 0.01%
7,196
-58
372
$358K 0.01%
1,086
-10
373
$355K 0.01%
4,771
374
$351K 0.01%
3,461
+30
375
$349K 0.01%
5,316
+15
13 14
15
16 17