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
726
$31.1K ﹤0.01%
725
727
$31.1K ﹤0.01%
636
728
$30.9K ﹤0.01%
1,015
729
$30.9K ﹤0.01%
125
730
$30.9K ﹤0.01%
5,000
-360
731
$30.7K ﹤0.01%
1,357
732
$30.6K ﹤0.01%
60
733
$30.6K ﹤0.01%
2,612
734
$30.5K ﹤0.01%
569
735
$30.1K ﹤0.01%
2,006
736
$30.1K ﹤0.01%
1,445
+3
737
$29.9K ﹤0.01%
1,025
738
$29.8K ﹤0.01%
79
-7
739
$29.8K ﹤0.01%
1,250
740
$29.6K ﹤0.01%
138
+4
741
$29.5K ﹤0.01%
183
+3
742
$29.3K ﹤0.01%
1,943
-98
743
$29.2K ﹤0.01%
176
+118
744
$29.1K ﹤0.01%
306
-17
745
$29.1K ﹤0.01%
574
+3
746
$29K ﹤0.01%
85
747
$29K ﹤0.01%
980
748
$28.7K ﹤0.01%
72
-2
749
$28.7K ﹤0.01%
146
-145
750
$28.5K ﹤0.01%
342
28 29
30
31 32