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
51
$12.9M 0.46%
139,566
-930
52
$12.6M 0.45%
40,919
-1,869
53
$12.4M 0.44%
172,924
+33,528
54
$12.2M 0.43%
23,925
+75
55
$12M 0.43%
94,884
+857
56
$12M 0.43%
61,356
-350
57
$11.9M 0.42%
111,007
+354
58
$11.9M 0.42%
170,976
-115
59
$11.8M 0.42%
62,191
+1
60
$11.5M 0.41%
38,061
-674
61
$10.9M 0.38%
33,552
-255
62
$10.7M 0.38%
56,487
+35
63
$10.5M 0.37%
74,069
+377
64
$10.3M 0.37%
69,296
-1,780
65
$9.95M 0.35%
17,794
+4,201
66
$9.82M 0.35%
182,652
-5,271
67
$9.79M 0.35%
134,119
+1,123
68
$9.78M 0.35%
175,064
+301
69
$9.73M 0.34%
35,643
-406
70
$9.54M 0.34%
80,599
+461
71
$9.51M 0.34%
183,316
-28,518
72
$9.34M 0.33%
27,879
+51
73
$9.3M 0.33%
122,436
-24,661
74
$9.09M 0.32%
44,837
-670
75
$9.02M 0.32%
272,024
+1,147
1 2
3
4 5