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
376
$340K 0.01%
1,438
-14
377
$340K 0.01%
3,007
378
$340K 0.01%
9,205
379
$338K 0.01%
2,628
380
$338K 0.01%
16,200
381
$338K 0.01%
6,350
382
$323K 0.01%
2,855
383
$323K 0.01%
3,290
384
$319K 0.01%
3,153
385
$319K 0.01%
7,484
386
$318K 0.01%
103
-24
387
$317K 0.01%
2,823
388
$315K 0.01%
7,201
+14
389
$310K 0.01%
8,640
-811
390
$310K 0.01%
2,992
-100
391
$306K 0.01%
5,492
-1
392
$304K 0.01%
2,055
-675
393
$303K 0.01%
3,294
-229
394
$300K 0.01%
862
-5
395
$299K 0.01%
4,130
396
$297K 0.01%
1,123
+18
397
$289K 0.01%
4,272
-867
398
$289K 0.01%
2,020
-20
399
$289K 0.01%
8,594
-92
400
$289K 0.01%
1,812
14 15
16
17 18