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
776
$25.1K ﹤0.01%
501
777
$25.1K ﹤0.01%
133
+21
778
$25K ﹤0.01%
204
-12
779
$24.8K ﹤0.01%
665
+159
780
$24.7K ﹤0.01%
5,164
781
$24.5K ﹤0.01%
196
782
$24.4K ﹤0.01%
232
783
$24.3K ﹤0.01%
580
784
$24.2K ﹤0.01%
200
+4
785
$24.2K ﹤0.01%
1,325
-915
786
$24.1K ﹤0.01%
1,317
787
$24K ﹤0.01%
710
788
$24K ﹤0.01%
388
789
$23.9K ﹤0.01%
1,000
790
$23.7K ﹤0.01%
513
791
$23.7K ﹤0.01%
567
792
$23.6K ﹤0.01%
290
-20
793
$23.5K ﹤0.01%
743
794
$23.5K ﹤0.01%
837
+748
795
$22.9K ﹤0.01%
453
796
$22.9K ﹤0.01%
630
-1,500
797
$22.8K ﹤0.01%
440
798
$21.9K ﹤0.01%
1,240
799
$21.8K ﹤0.01%
400
800
$21.7K ﹤0.01%
613
30 31
32
33 34