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
751
$53.6K ﹤0.01%
900
752
$53.3K ﹤0.01%
201
+75
753
$53.2K ﹤0.01%
1,000
754
$52K ﹤0.01%
1,489
-1
755
$52K ﹤0.01%
630
-379
756
$52K ﹤0.01%
+596
757
$51.9K ﹤0.01%
2,623
+64
758
$51.8K ﹤0.01%
560
-849
759
$51.6K ﹤0.01%
700
760
$51.1K ﹤0.01%
2,663
+55
761
$51K ﹤0.01%
1,500
+1,253
762
$50.8K ﹤0.01%
89
-4
763
$50.7K ﹤0.01%
7
764
$49.9K ﹤0.01%
+3,000
765
$49.8K ﹤0.01%
579
+90
766
$49.5K ﹤0.01%
600
767
$49.2K ﹤0.01%
800
+668
768
$48.8K ﹤0.01%
1,208
+741
769
$48.8K ﹤0.01%
3,051
770
$48.8K ﹤0.01%
314
+47
771
$48.7K ﹤0.01%
+2,319
772
$48.7K ﹤0.01%
770
+57
773
$48.5K ﹤0.01%
208
-1
774
$48.5K ﹤0.01%
182
775
$48.4K ﹤0.01%
2,000
29 30
31
32 33