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
426
$386K 0.01%
2,162
-16
427
$385K 0.01%
3,646
-403
428
$382K 0.01%
1,506
+37
429
$377K 0.01%
5,850
430
$373K 0.01%
7,125
-310
431
$367K 0.01%
1,515
432
$367K 0.01%
2,371
-916
433
$362K 0.01%
3,813
-445
434
$358K 0.01%
4,130
435
$347K 0.01%
4,542
+550
436
$340K 0.01%
10,303
437
$340K 0.01%
1,498
-39
438
$339K 0.01%
8,242
-706
439
$338K 0.01%
1,812
-272
440
$337K 0.01%
2,500
+1,671
441
$335K 0.01%
11,982
-435
442
$335K 0.01%
8,214
-100
443
$333K 0.01%
+18,927
444
$333K 0.01%
2,602
-113
445
$331K 0.01%
1,885
+919
446
$330K 0.01%
15,357
447
$330K 0.01%
3,747
+2,535
448
$329K 0.01%
2,965
+145
449
$329K 0.01%
2,903
450
$327K 0.01%
579
+13
16 17
18
19 20