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
501
$136K ﹤0.01%
1,534
502
$136K ﹤0.01%
2,946
+336
503
$136K ﹤0.01%
165
504
$136K ﹤0.01%
1,435
505
$135K ﹤0.01%
2,837
-29
506
$134K ﹤0.01%
2,540
-10
507
$131K ﹤0.01%
1,045
508
$131K ﹤0.01%
1,632
+38
509
$130K ﹤0.01%
2,735
510
$127K ﹤0.01%
2,192
+47
511
$127K ﹤0.01%
947
-136
512
$126K ﹤0.01%
569
513
$126K ﹤0.01%
5,135
-3,000
514
$125K ﹤0.01%
4,110
515
$123K ﹤0.01%
280
516
$123K ﹤0.01%
1,787
517
$123K ﹤0.01%
1,544
-16
518
$120K ﹤0.01%
2,151
-215
519
$119K ﹤0.01%
1,711
520
$118K ﹤0.01%
708
-54
521
$118K ﹤0.01%
3,750
-121
522
$118K ﹤0.01%
1,078
523
$117K ﹤0.01%
1,124
524
$115K ﹤0.01%
38,490
-1
525
$115K ﹤0.01%
1,268
-75
19 20
21
22 23