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
526
$115K ﹤0.01%
1,123
527
$115K ﹤0.01%
3,649
528
$114K ﹤0.01%
937
-489
529
$114K ﹤0.01%
3,046
530
$114K ﹤0.01%
1,593
531
$111K ﹤0.01%
11,310
-1,642
532
$111K ﹤0.01%
3,227
+109
533
$110K ﹤0.01%
7,920
534
$110K ﹤0.01%
2,488
-190
535
$110K ﹤0.01%
785
536
$109K ﹤0.01%
293
+38
537
$108K ﹤0.01%
2,712
538
$107K ﹤0.01%
826
-660
539
$107K ﹤0.01%
2,949
-113
540
$106K ﹤0.01%
1,000
-504
541
$106K ﹤0.01%
1,000
542
$106K ﹤0.01%
+7,052
543
$105K ﹤0.01%
1,528
-15
544
$105K ﹤0.01%
1,280
-280
545
$104K ﹤0.01%
1,793
+81
546
$103K ﹤0.01%
6,762
547
$102K ﹤0.01%
3,024
548
$102K ﹤0.01%
1,596
+274
549
$101K ﹤0.01%
13,300
550
$99.5K ﹤0.01%
1,749
-51
20 21
22
23 24