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
401
$457K 0.01%
9,423
+2,794
402
$455K 0.01%
4,667
-1,147
403
$453K 0.01%
2,749
-73
404
$449K 0.01%
1,648
405
$446K 0.01%
2,131
-32
406
$443K 0.01%
10,710
+3,780
407
$443K 0.01%
5,902
+1,921
408
$438K 0.01%
1,815
409
$434K 0.01%
3,308
+33
410
$431K 0.01%
3,857
411
$430K 0.01%
12,948
+1,388
412
$428K 0.01%
3,592
-502
413
$425K 0.01%
4,359
+1,077
414
$424K 0.01%
8,415
415
$419K 0.01%
12,264
+2,037
416
$416K 0.01%
5,472
-370
417
$415K 0.01%
+25,750
418
$412K 0.01%
3,723
+365
419
$410K 0.01%
4,860
+3,615
420
$410K 0.01%
20,496
+496
421
$405K 0.01%
88
-22
422
$397K 0.01%
4,300
423
$396K 0.01%
1,265
+209
424
$391K 0.01%
2,835
+2,204
425
$389K 0.01%
8,851
-7
15 16
17
18 19