WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
551
$99.1K ﹤0.01%
4,140
552
$98.8K ﹤0.01%
581
553
$98.5K ﹤0.01%
3,877
-1,103
554
$97.3K ﹤0.01%
16,060
555
$94.2K ﹤0.01%
1,945
556
$93.8K ﹤0.01%
356
-1
557
$91.2K ﹤0.01%
816
558
$91.1K ﹤0.01%
1,833
559
$90.5K ﹤0.01%
503
-140
560
$90.3K ﹤0.01%
1,450
-20
561
$88.9K ﹤0.01%
8,549
+239
562
$88.8K ﹤0.01%
9,371
563
$88.2K ﹤0.01%
1,106
564
$87.6K ﹤0.01%
507
565
$87.2K ﹤0.01%
1,190
566
$86.6K ﹤0.01%
800
567
$86.3K ﹤0.01%
713
-14
568
$85.8K ﹤0.01%
124
-7
569
$85.7K ﹤0.01%
1,299
-521
570
$85.3K ﹤0.01%
1,700
571
$84.5K ﹤0.01%
2,235
572
$83.6K ﹤0.01%
1,818
-396
573
$83K ﹤0.01%
1,414
574
$83K ﹤0.01%
2,960
-5
575
$82.3K ﹤0.01%
1,880
21 22
23
24 25