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
576
$82.3K ﹤0.01%
1,900
577
$81.7K ﹤0.01%
1,470
578
$81K ﹤0.01%
274
-18
579
$79.9K ﹤0.01%
2,914
-117
580
$78K ﹤0.01%
800
581
$77.8K ﹤0.01%
5,904
582
$77.1K ﹤0.01%
1,450
-637
583
$75.8K ﹤0.01%
1,170
584
$75.4K ﹤0.01%
1,302
-150
585
$75.3K ﹤0.01%
1,476
586
$73.4K ﹤0.01%
1,275
-3,730
587
$73K ﹤0.01%
1,338
+17
588
$72.8K ﹤0.01%
635
-3
589
$71.1K ﹤0.01%
28
+9
590
$68.9K ﹤0.01%
1,761
-2,481
591
$68.5K ﹤0.01%
995
+329
592
$68.4K ﹤0.01%
1,280
593
$68K ﹤0.01%
526
+93
594
$67.8K ﹤0.01%
882
595
$67.8K ﹤0.01%
1,100
596
$67.5K ﹤0.01%
1,747
-102
597
$67.3K ﹤0.01%
7,450
598
$66.4K ﹤0.01%
899
-707
599
$64.9K ﹤0.01%
8,334
600
$64.5K ﹤0.01%
665
-268
22 23
24
25 26