WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
476
$161K 0.01%
7,228
-3,163
477
$160K 0.01%
1,462
+162
478
$159K 0.01%
2,943
+418
479
$158K 0.01%
6,337
+600
480
$158K 0.01%
7,030
-1,360
481
$155K 0.01%
2,566
-89
482
$155K 0.01%
617
483
$153K 0.01%
2,626
+300
484
$151K 0.01%
8,725
485
$151K 0.01%
2,825
486
$150K 0.01%
2,324
+1,633
487
$150K 0.01%
385
-96
488
$149K 0.01%
834
489
$149K 0.01%
3,200
490
$148K 0.01%
1,800
491
$148K 0.01%
2,791
+64
492
$147K 0.01%
2,122
-15
493
$146K 0.01%
2,887
-23
494
$145K 0.01%
2,500
495
$144K 0.01%
504
496
$143K 0.01%
1,890
+34
497
$142K 0.01%
622
-24
498
$141K 0.01%
7,960
-756
499
$139K ﹤0.01%
2,798
+29
500
$139K ﹤0.01%
1,230
18 19
20
21 22