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
51
$18M 0.45%
56,593
+103
52
$17.9M 0.45%
75,692
+1,359
53
$17.3M 0.44%
203,505
-17,441
54
$17.1M 0.43%
34,574
+768
55
$17.1M 0.43%
173,143
+2,879
56
$17.1M 0.43%
97,157
+22,634
57
$16.6M 0.42%
64,764
-793
58
$16.4M 0.42%
37,816
+1,010
59
$15.8M 0.4%
64,679
+1,911
60
$15.3M 0.39%
57,044
+2,056
61
$14.7M 0.37%
40,162
-935
62
$14.7M 0.37%
23,462
+1,063
63
$14.4M 0.36%
254,529
+9,345
64
$14.3M 0.36%
64,419
+1,064
65
$14.2M 0.36%
110,067
+15,308
66
$13.9M 0.35%
92,382
-8,448
67
$13.5M 0.34%
166,718
+6,316
68
$13.5M 0.34%
30,743
+1,948
69
$13.4M 0.34%
127,811
+113,797
70
$13.3M 0.33%
195,374
+213
71
$13M 0.33%
25,565
+777
72
$12.9M 0.33%
63,039
+758
73
$12.9M 0.32%
146,584
+4,748
74
$12.7M 0.32%
6,901
+334
75
$12.6M 0.32%
21,721
+859
1 2
3
4 5