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
626
$97.4K ﹤0.01%
787
627
$97K ﹤0.01%
16,060
628
$96.8K ﹤0.01%
1,140
-85
629
$96.1K ﹤0.01%
1,094
-37
630
$95.5K ﹤0.01%
1,172
631
$95.2K ﹤0.01%
871
-19
632
$93.5K ﹤0.01%
558
633
$93.5K ﹤0.01%
4,912
634
$93.4K ﹤0.01%
1,147
+215
635
$92.4K ﹤0.01%
+997
636
$90.8K ﹤0.01%
773
-51
637
$90.2K ﹤0.01%
3,608
-5
638
$89.7K ﹤0.01%
612
+22
639
$89.6K ﹤0.01%
8,356
-7,173
640
$89.2K ﹤0.01%
950
-1,283
641
$88.1K ﹤0.01%
2,106
+599
642
$87K ﹤0.01%
800
643
$86.5K ﹤0.01%
2,233
644
$86.5K ﹤0.01%
363
-131
645
$86.4K ﹤0.01%
1,258
+39
646
$85.9K ﹤0.01%
1,504
+1,000
647
$84.6K ﹤0.01%
12,632
-1,724
648
$83.3K ﹤0.01%
1,171
-9
649
$83.2K ﹤0.01%
1,722
650
$82.6K ﹤0.01%
750
24 25
26
27 28