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
701
$67.3K ﹤0.01%
2,480
-227
702
$67.2K ﹤0.01%
1,460
+539
703
$67.1K ﹤0.01%
644
-5
704
$66.7K ﹤0.01%
768
+24
705
$66.5K ﹤0.01%
850
+215
706
$66.5K ﹤0.01%
550
707
$66.4K ﹤0.01%
574
708
$66.2K ﹤0.01%
441
709
$66.2K ﹤0.01%
700
710
$66.2K ﹤0.01%
201
711
$65.9K ﹤0.01%
510
712
$65.8K ﹤0.01%
1,300
713
$65.6K ﹤0.01%
1,200
714
$64.2K ﹤0.01%
184
715
$64.1K ﹤0.01%
1,099
716
$64.1K ﹤0.01%
500
717
$64K ﹤0.01%
547
718
$63.5K ﹤0.01%
362
-310
719
$63.2K ﹤0.01%
2,160
-705
720
$63.1K ﹤0.01%
400
721
$62.5K ﹤0.01%
1,600
+220
722
$62.2K ﹤0.01%
855
723
$61.8K ﹤0.01%
1,098
+30
724
$61.8K ﹤0.01%
796
-98
725
$61.7K ﹤0.01%
1,718
27 28
29
30 31