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
451
$195K 0.01%
2,139
+47
452
$193K 0.01%
466
+9
453
$190K 0.01%
7,175
454
$189K 0.01%
10,038
-2,540
455
$186K 0.01%
4,930
+430
456
$185K 0.01%
18,210
457
$183K 0.01%
3,077
458
$183K 0.01%
3,463
-100
459
$181K 0.01%
5,855
-817
460
$180K 0.01%
849
-2,274
461
$180K 0.01%
5,867
462
$179K 0.01%
1,356
-295
463
$179K 0.01%
7,300
464
$179K 0.01%
16,474
-837
465
$178K 0.01%
5,095
-23
466
$177K 0.01%
1,866
+35
467
$176K 0.01%
10,368
-118
468
$174K 0.01%
6,361
469
$173K 0.01%
3,424
-560
470
$172K 0.01%
673
471
$170K 0.01%
1,503
+192
472
$167K 0.01%
3,613
473
$167K 0.01%
2,646
474
$166K 0.01%
1,311
-2,069
475
$163K 0.01%
534
17 18
19
20 21