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
476
$279K 0.01%
1,593
+427
477
$274K 0.01%
5,681
478
$273K 0.01%
3,292
479
$272K 0.01%
6,725
480
$268K 0.01%
2,378
481
$268K 0.01%
552
+67
482
$266K 0.01%
1,500
483
$265K 0.01%
2,222
-264
484
$262K 0.01%
2,324
485
$260K 0.01%
3,600
486
$259K 0.01%
10,213
-6,975
487
$258K 0.01%
5,175
488
$257K 0.01%
2,543
-2
489
$253K 0.01%
4,950
490
$252K 0.01%
6,509
-1,635
491
$244K 0.01%
3,244
+44
492
$242K 0.01%
2,634
+131
493
$241K 0.01%
3,097
+817
494
$241K 0.01%
2,221
+2,025
495
$238K 0.01%
1,553
+8
496
$237K 0.01%
10,070
+3,506
497
$232K 0.01%
7,425
+6,791
498
$230K 0.01%
1,600
+1,337
499
$230K 0.01%
3,849
+18
500
$230K 0.01%
+4,217
18 19
20
21 22