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
376
$539K 0.01%
10,262
+3,391
377
$539K 0.01%
2,202
378
$530K 0.01%
1,781
+17
379
$528K 0.01%
3,739
-402
380
$522K 0.01%
6,580
381
$517K 0.01%
4,440
382
$511K 0.01%
841
383
$504K 0.01%
27,610
+17,812
384
$503K 0.01%
6,424
-1,125
385
$501K 0.01%
1,968
-200
386
$499K 0.01%
7,094
+64
387
$499K 0.01%
4,279
+1,410
388
$499K 0.01%
5,326
389
$499K 0.01%
34,779
+8,074
390
$494K 0.01%
2,028
+95
391
$488K 0.01%
5,520
392
$485K 0.01%
23,243
+8,063
393
$477K 0.01%
16,200
+7,007
394
$475K 0.01%
15,414
-794
395
$473K 0.01%
5,146
396
$468K 0.01%
1,755
+3
397
$466K 0.01%
12,020
+2,714
398
$464K 0.01%
7,625
399
$463K 0.01%
48,591
400
$462K 0.01%
13,503
-115
14 15
16
17 18