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
601
$63.9K ﹤0.01%
3,575
602
$63.8K ﹤0.01%
1,894
603
$63.7K ﹤0.01%
1,152
-51
604
$63.5K ﹤0.01%
1,292
-15
605
$63.3K ﹤0.01%
859
-900
606
$63.2K ﹤0.01%
500
607
$62.6K ﹤0.01%
754
608
$62.3K ﹤0.01%
309
-7
609
$62K ﹤0.01%
826
-675
610
$61.8K ﹤0.01%
16,474
-1,042
611
$61.7K ﹤0.01%
1,470
612
$61.6K ﹤0.01%
3,552
-499
613
$61.6K ﹤0.01%
661
614
$60.7K ﹤0.01%
4,166
615
$60.6K ﹤0.01%
857
616
$60.6K ﹤0.01%
1,096
-4
617
$60.5K ﹤0.01%
674
+128
618
$58.8K ﹤0.01%
1,243
619
$58.2K ﹤0.01%
418
-2
620
$57.9K ﹤0.01%
1,425
+70
621
$57.4K ﹤0.01%
1,911
622
$57.4K ﹤0.01%
1,897
-16
623
$57.2K ﹤0.01%
550
624
$57.1K ﹤0.01%
116
+39
625
$57.1K ﹤0.01%
3,690
23 24
25
26 27