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
451
$327K 0.01%
4,151
-100
452
$326K 0.01%
16,060
453
$326K 0.01%
1,567
+30
454
$325K 0.01%
1,240
-40
455
$323K 0.01%
4,951
+30
456
$316K 0.01%
4,667
457
$316K 0.01%
1,488
+903
458
$314K 0.01%
5,865
+41
459
$312K 0.01%
3,149
+1,360
460
$309K 0.01%
736
461
$309K 0.01%
5,291
+992
462
$308K 0.01%
1,782
-123
463
$306K 0.01%
4,452
464
$304K 0.01%
3,531
+13
465
$303K 0.01%
11,344
-2,135
466
$299K 0.01%
3,201
+1,525
467
$298K 0.01%
709
468
$295K 0.01%
1,931
469
$295K 0.01%
480
470
$294K 0.01%
5,061
+24
471
$283K 0.01%
3,586
+827
472
$282K 0.01%
7,183
-241
473
$280K 0.01%
2,194
474
$280K 0.01%
4,551
475
$279K 0.01%
7,100
17 18
19
20 21