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
676
$73.2K ﹤0.01%
3,675
+3,350
677
$72.9K ﹤0.01%
2,014
+304
678
$72.8K ﹤0.01%
+1,849
679
$72.3K ﹤0.01%
2,218
680
$72.2K ﹤0.01%
1,009
681
$71.8K ﹤0.01%
+2,948
682
$71.3K ﹤0.01%
1,295
+62
683
$71.2K ﹤0.01%
1,521
+1,000
684
$70.1K ﹤0.01%
248
+24
685
$69.9K ﹤0.01%
900
+818
686
$69.8K ﹤0.01%
110
-8
687
$69.7K ﹤0.01%
651
+45
688
$69.6K ﹤0.01%
992
689
$69.5K ﹤0.01%
162
+72
690
$69.4K ﹤0.01%
1,268
-156
691
$69.2K ﹤0.01%
687
692
$69.1K ﹤0.01%
1,350
-190
693
$69K ﹤0.01%
2,590
+668
694
$69K ﹤0.01%
1,083
+110
695
$68.8K ﹤0.01%
493
+157
696
$68.5K ﹤0.01%
945
+25
697
$68.2K ﹤0.01%
462
-1
698
$68.2K ﹤0.01%
1,530
-463
699
$67.9K ﹤0.01%
983
700
$67.3K ﹤0.01%
330
26 27
28
29 30