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
626
$56.8K ﹤0.01%
687
627
$56.7K ﹤0.01%
1,797
+833
628
$56.5K ﹤0.01%
1,012
629
$56K ﹤0.01%
750
630
$55.8K ﹤0.01%
821
631
$55.8K ﹤0.01%
574
632
$55.3K ﹤0.01%
455
+231
633
$54.9K ﹤0.01%
2,331
+85
634
$54.5K ﹤0.01%
1,143
-304
635
$54.4K ﹤0.01%
800
636
$54.3K ﹤0.01%
2,500
637
$53.9K ﹤0.01%
227
-14
638
$53.3K ﹤0.01%
4,595
-37
639
$53.1K ﹤0.01%
1,647
640
$51.5K ﹤0.01%
655
-705
641
$51.4K ﹤0.01%
255
642
$51.1K ﹤0.01%
677
643
$50.6K ﹤0.01%
110
644
$49.9K ﹤0.01%
510
645
$49.8K ﹤0.01%
870
+19
646
$49.8K ﹤0.01%
1,726
+775
647
$49K ﹤0.01%
774
+77
648
$48.6K ﹤0.01%
475
649
$48.1K ﹤0.01%
692
650
$48K ﹤0.01%
1,072
24 25
26
27 28