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
651
$47.5K ﹤0.01%
284
+25
652
$47.3K ﹤0.01%
768
653
$47.3K ﹤0.01%
22,325
654
$47.3K ﹤0.01%
15,881
655
$47.1K ﹤0.01%
222
656
$47K ﹤0.01%
437
657
$46.9K ﹤0.01%
600
658
$46.5K ﹤0.01%
503
659
$46.4K ﹤0.01%
227
660
$46.2K ﹤0.01%
1,357
661
$46.2K ﹤0.01%
5,601
662
$46.1K ﹤0.01%
645
663
$45.9K ﹤0.01%
722
-555
664
$45.7K ﹤0.01%
900
665
$45.2K ﹤0.01%
1,575
-1,204
666
$45K ﹤0.01%
2,433
667
$44.6K ﹤0.01%
1,603
668
$44.4K ﹤0.01%
500
669
$44.3K ﹤0.01%
884
-8
670
$44.2K ﹤0.01%
219
+31
671
$44.1K ﹤0.01%
241
-10
672
$44.1K ﹤0.01%
1,644
673
$44K ﹤0.01%
750
674
$42.8K ﹤0.01%
924
675
$42.7K ﹤0.01%
1,346
25 26
27
28 29