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
501
$225K 0.01%
2,357
+291
502
$224K 0.01%
3,344
+19
503
$222K 0.01%
8,025
-270
504
$220K 0.01%
1,670
505
$220K 0.01%
4,221
+104
506
$217K 0.01%
220
+3
507
$214K 0.01%
9,575
508
$209K 0.01%
698
509
$209K 0.01%
354
510
$205K 0.01%
609
+9
511
$205K 0.01%
2,562
+737
512
$205K 0.01%
10,368
513
$205K 0.01%
1,294
+733
514
$203K 0.01%
1,698
+114
515
$202K 0.01%
2,775
-348
516
$200K 0.01%
5,058
517
$199K 0.01%
3,352
-3,417
518
$192K ﹤0.01%
2,116
+1,771
519
$192K ﹤0.01%
1,880
+89
520
$189K ﹤0.01%
2,719
521
$188K ﹤0.01%
1,561
+1,086
522
$185K ﹤0.01%
3,337
+1,054
523
$185K ﹤0.01%
947
524
$184K ﹤0.01%
498
525
$184K ﹤0.01%
754
19 20
21
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