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
576
$125K ﹤0.01%
927
+845
577
$125K ﹤0.01%
844
-2
578
$125K ﹤0.01%
+793
579
$124K ﹤0.01%
435
580
$124K ﹤0.01%
754
+129
581
$124K ﹤0.01%
1,824
582
$123K ﹤0.01%
3,253
-86
583
$123K ﹤0.01%
1,027
584
$122K ﹤0.01%
3,730
-1,186
585
$121K ﹤0.01%
4,800
586
$119K ﹤0.01%
+2,895
587
$119K ﹤0.01%
1,039
-130
588
$118K ﹤0.01%
1,318
589
$117K ﹤0.01%
1,337
590
$116K ﹤0.01%
1,473
591
$116K ﹤0.01%
4,500
+3,759
592
$115K ﹤0.01%
2,759
-528
593
$115K ﹤0.01%
1,190
594
$114K ﹤0.01%
6,762
595
$114K ﹤0.01%
4,140
596
$114K ﹤0.01%
1,440
+30
597
$114K ﹤0.01%
8,005
-6,619
598
$113K ﹤0.01%
+2,565
599
$111K ﹤0.01%
2,500
600
$111K ﹤0.01%
400
-103
22 23
24
25 26