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
551
$152K ﹤0.01%
1,162
+306
552
$151K ﹤0.01%
+2,781
553
$151K ﹤0.01%
1,849
+62
554
$150K ﹤0.01%
7,800
-500
555
$150K ﹤0.01%
2,172
+72
556
$149K ﹤0.01%
2,633
557
$147K ﹤0.01%
1,000
558
$147K ﹤0.01%
1,743
-4
559
$143K ﹤0.01%
665
560
$142K ﹤0.01%
1,638
-91
561
$140K ﹤0.01%
14,428
+4,501
562
$139K ﹤0.01%
1,675
+1,452
563
$136K ﹤0.01%
1,509
564
$135K ﹤0.01%
2,277
+2,241
565
$134K ﹤0.01%
935
+299
566
$132K ﹤0.01%
600
+501
567
$132K ﹤0.01%
1,605
-4
568
$131K ﹤0.01%
716
-394
569
$130K ﹤0.01%
34
+1
570
$129K ﹤0.01%
+3,576
571
$129K ﹤0.01%
8,385
-346
572
$129K ﹤0.01%
811
+233
573
$128K ﹤0.01%
1,780
574
$127K ﹤0.01%
1,979
+34
575
$126K ﹤0.01%
4,136
-1,699
21 22
23
24 25