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
$942M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$2.86M
3 +$2.38M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.36M
5
BIIB icon
Biogen
BIIB
+$2.27M

Sector Composition

1 Healthcare 11.56%
2 Financials 11.55%
3 Technology 11.27%
4 Industrials 8.21%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15K ﹤0.01%
651
727
$14K ﹤0.01%
445
728
$14K ﹤0.01%
500
729
$14K ﹤0.01%
379
+100
730
$14K ﹤0.01%
90
731
$14K ﹤0.01%
830
732
$14K ﹤0.01%
1,276
733
$14K ﹤0.01%
784
734
$14K ﹤0.01%
295
735
$13K ﹤0.01%
+588
736
$13K ﹤0.01%
200
737
$13K ﹤0.01%
273
-162
738
$13K ﹤0.01%
196
+36
739
$13K ﹤0.01%
284
740
$13K ﹤0.01%
303
741
$13K ﹤0.01%
375
742
$13K ﹤0.01%
817
-785
743
$13K ﹤0.01%
225
744
$13K ﹤0.01%
183
745
$12K ﹤0.01%
280
746
$12K ﹤0.01%
950
747
$12K ﹤0.01%
524
748
$12K ﹤0.01%
293
749
$12K ﹤0.01%
1,375
750
$12K ﹤0.01%
+145