WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
751
$28.2K ﹤0.01%
666
-41
752
$28K ﹤0.01%
1,135
753
$28K ﹤0.01%
272
754
$27.8K ﹤0.01%
421
755
$27.7K ﹤0.01%
240
756
$27.4K ﹤0.01%
1,600
-1,840
757
$27.1K ﹤0.01%
44
-9
758
$27K ﹤0.01%
400
759
$26.7K ﹤0.01%
308
-54
760
$26.6K ﹤0.01%
803
761
$26.5K ﹤0.01%
800
762
$26.5K ﹤0.01%
1,233
763
$26.4K ﹤0.01%
842
764
$26.3K ﹤0.01%
1,079
765
$26.1K ﹤0.01%
446
+46
766
$26K ﹤0.01%
125
767
$25.9K ﹤0.01%
224
768
$25.7K ﹤0.01%
284
-58
769
$25.6K ﹤0.01%
809
770
$25.5K ﹤0.01%
477
771
$25.5K ﹤0.01%
407
772
$25.5K ﹤0.01%
156
-15
773
$25.4K ﹤0.01%
2,869
774
$25.1K ﹤0.01%
683
775
$25.1K ﹤0.01%
70
-1
29 30
31
32 33