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
651
$82.4K ﹤0.01%
353
+46
652
$82.1K ﹤0.01%
+875
653
$81.6K ﹤0.01%
596
-1
654
$81.4K ﹤0.01%
2,069
-8
655
$80.7K ﹤0.01%
750
656
$79.6K ﹤0.01%
442
657
$77.7K ﹤0.01%
1,476
658
$76.8K ﹤0.01%
662
-53
659
$76.5K ﹤0.01%
1,911
660
$76.3K ﹤0.01%
300
+114
661
$76K ﹤0.01%
598
662
$75.9K ﹤0.01%
360
663
$75.9K ﹤0.01%
4,166
664
$75.6K ﹤0.01%
687
+112
665
$75.6K ﹤0.01%
1,470
666
$75.5K ﹤0.01%
1,076
-2,599
667
$75.4K ﹤0.01%
1,597
+1,107
668
$75.3K ﹤0.01%
2,762
+280
669
$75.1K ﹤0.01%
1,275
-104
670
$75.1K ﹤0.01%
+355
671
$75.1K ﹤0.01%
1,000
672
$74.7K ﹤0.01%
391
-70
673
$74.5K ﹤0.01%
1,117
674
$73.7K ﹤0.01%
580
-70
675
$73.4K ﹤0.01%
218
25 26
27
28 29