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
601
$110K ﹤0.01%
1,699
-3,288
602
$109K ﹤0.01%
3,305
-9,451
603
$109K ﹤0.01%
1,717
604
$108K ﹤0.01%
1,184
605
$108K ﹤0.01%
3,575
606
$106K ﹤0.01%
1,106
607
$106K ﹤0.01%
2,837
-209
608
$105K ﹤0.01%
939
609
$105K ﹤0.01%
900
+873
610
$105K ﹤0.01%
886
611
$104K ﹤0.01%
185
-45
612
$104K ﹤0.01%
+2,100
613
$104K ﹤0.01%
213
+13
614
$104K ﹤0.01%
281
615
$103K ﹤0.01%
1,201
+44
616
$102K ﹤0.01%
26,898
-1,354
617
$102K ﹤0.01%
1,380
618
$101K ﹤0.01%
2,444
-312
619
$101K ﹤0.01%
720
620
$101K ﹤0.01%
899
+20
621
$100K ﹤0.01%
768
622
$100K ﹤0.01%
1,251
-401
623
$99.4K ﹤0.01%
1,506
-512
624
$98.6K ﹤0.01%
194
-1
625
$98.6K ﹤0.01%
+1,083
23 24
25
26 27