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
701
$36.7K ﹤0.01%
233
702
$36.3K ﹤0.01%
1,746
703
$35.9K ﹤0.01%
1,049
704
$35.6K ﹤0.01%
10,000
705
$35.5K ﹤0.01%
2,000
706
$35.1K ﹤0.01%
1,045
707
$34.9K ﹤0.01%
1,920
708
$34.3K ﹤0.01%
322
-289
709
$34.3K ﹤0.01%
1,547
710
$33.9K ﹤0.01%
824
711
$33.8K ﹤0.01%
766
-2,096
712
$33.3K ﹤0.01%
3,098
-2,087
713
$33.2K ﹤0.01%
30
714
$33K ﹤0.01%
2,500
715
$33K ﹤0.01%
385
716
$32.7K ﹤0.01%
1,306
717
$32.6K ﹤0.01%
87
-11
718
$32.1K ﹤0.01%
844
719
$31.9K ﹤0.01%
73
+38
720
$31.9K ﹤0.01%
143
-14
721
$31.9K ﹤0.01%
3,859
722
$31.4K ﹤0.01%
716
-115
723
$31.3K ﹤0.01%
205
+72
724
$31.3K ﹤0.01%
759
725
$31.2K ﹤0.01%
105
-8
27 28
29
30 31