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
726
$61K ﹤0.01%
805
+395
727
$60.5K ﹤0.01%
618
728
$60.4K ﹤0.01%
6,936
-1,354
729
$60.2K ﹤0.01%
1,243
730
$59.6K ﹤0.01%
1,104
-14
731
$59.6K ﹤0.01%
1,712
+25
732
$59.3K ﹤0.01%
860
733
$58.4K ﹤0.01%
232
734
$58.3K ﹤0.01%
284
-3
735
$58.2K ﹤0.01%
1,000
736
$56.7K ﹤0.01%
+3,596
737
$56.1K ﹤0.01%
384
-64
738
$55.4K ﹤0.01%
2,500
739
$55.2K ﹤0.01%
841
740
$55.1K ﹤0.01%
2,264
741
$55K ﹤0.01%
1,400
+1,169
742
$54.9K ﹤0.01%
4,000
-7,300
743
$54.6K ﹤0.01%
720
744
$54.4K ﹤0.01%
172
745
$54.3K ﹤0.01%
530
+400
746
$54.2K ﹤0.01%
+1,500
747
$54K ﹤0.01%
2,211
748
$53.8K ﹤0.01%
919
+31
749
$53.7K ﹤0.01%
924
750
$53.7K ﹤0.01%
750
+626
28 29
30
31 32