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
676
$42.3K ﹤0.01%
389
-21
677
$42.1K ﹤0.01%
1,555
678
$42K ﹤0.01%
464
679
$41.8K ﹤0.01%
286
-11
680
$41.8K ﹤0.01%
669
681
$41.4K ﹤0.01%
30
682
$41K ﹤0.01%
602
+9
683
$40.8K ﹤0.01%
261
684
$40.7K ﹤0.01%
963
685
$40.7K ﹤0.01%
1,009
-137
686
$40K ﹤0.01%
4,806
-200
687
$39.5K ﹤0.01%
887
688
$39.1K ﹤0.01%
245
689
$39.1K ﹤0.01%
1,186
-950
690
$39.1K ﹤0.01%
153
691
$39.1K ﹤0.01%
500
692
$39K ﹤0.01%
1,804
-488
693
$38.9K ﹤0.01%
1,576
-303
694
$38.9K ﹤0.01%
373
-26
695
$37.4K ﹤0.01%
658
696
$37.3K ﹤0.01%
768
697
$37.1K ﹤0.01%
973
698
$37.1K ﹤0.01%
278
+2
699
$36.8K ﹤0.01%
1,190
700
$36.7K ﹤0.01%
80
-1
26 27
28
29 30