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
426
$246K 0.01%
1,833
427
$245K 0.01%
1,779
-219
428
$243K 0.01%
467
-4
429
$241K 0.01%
8,007
-880
430
$239K 0.01%
3,200
431
$238K 0.01%
7,100
432
$236K 0.01%
1,682
+46
433
$228K 0.01%
2,550
434
$225K 0.01%
8,222
-12
435
$223K 0.01%
6,328
-59
436
$223K 0.01%
650
437
$221K 0.01%
2,000
438
$220K 0.01%
1,500
439
$219K 0.01%
23,948
-4,347
440
$219K 0.01%
2,890
-10
441
$216K 0.01%
1,515
-147
442
$213K 0.01%
8,299
443
$213K 0.01%
5,707
-16
444
$212K 0.01%
15,962
445
$210K 0.01%
2,000
-600
446
$208K 0.01%
3,872
-108
447
$205K 0.01%
5,588
+110
448
$203K 0.01%
3,451
-259
449
$199K 0.01%
3,303
450
$196K 0.01%
3,003
16 17
18
19 20