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
526
$181K ﹤0.01%
4,021
527
$180K ﹤0.01%
1,065
+28
528
$180K ﹤0.01%
4,760
+650
529
$178K ﹤0.01%
2,178
-37
530
$177K ﹤0.01%
2,878
+1,409
531
$174K ﹤0.01%
5,889
532
$174K ﹤0.01%
1,435
+175
533
$172K ﹤0.01%
708
-5
534
$169K ﹤0.01%
1,300
535
$166K ﹤0.01%
2,990
536
$166K ﹤0.01%
542
+32
537
$165K ﹤0.01%
4,355
+156
538
$164K ﹤0.01%
1,362
+584
539
$164K ﹤0.01%
1,000
540
$163K ﹤0.01%
631
+46
541
$161K ﹤0.01%
3,512
+1,645
542
$159K ﹤0.01%
+2,420
543
$159K ﹤0.01%
2,490
-331
544
$155K ﹤0.01%
1,035
-183
545
$154K ﹤0.01%
13,300
546
$154K ﹤0.01%
2,962
+24
547
$154K ﹤0.01%
841
-40
548
$153K ﹤0.01%
3,026
-200
549
$153K ﹤0.01%
1,124
550
$152K ﹤0.01%
1,594
+1,578
20 21
22
23 24