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
351
$621K 0.02%
+10,263
352
$615K 0.02%
3,048
+193
353
$611K 0.02%
3,989
-126
354
$610K 0.02%
9,599
+2,855
355
$602K 0.02%
5,963
356
$601K 0.02%
737
+2
357
$597K 0.02%
7,164
358
$594K 0.02%
15,031
+619
359
$589K 0.01%
17,743
360
$586K 0.01%
9,938
-215
361
$583K 0.01%
8,169
+133
362
$579K 0.01%
1,749
-44
363
$578K 0.01%
5,844
-1,769
364
$577K 0.01%
10,285
+590
365
$571K 0.01%
3,005
+67
366
$570K 0.01%
11,453
+1,734
367
$561K 0.01%
45,210
-22,204
368
$556K 0.01%
1,026
+526
369
$555K 0.01%
3,225
+1,533
370
$549K 0.01%
1,134
+8
371
$546K 0.01%
12,434
+6,025
372
$545K 0.01%
5,602
-265
373
$544K 0.01%
7,044
+1,129
374
$541K 0.01%
5,556
-1,083
375
$539K 0.01%
17,100
+5,968
13 14
15
16 17