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
776
$48.4K ﹤0.01%
600
-45
777
$48.2K ﹤0.01%
315
-15
778
$48.2K ﹤0.01%
1,202
+67
779
$48.1K ﹤0.01%
1,920
780
$48K ﹤0.01%
1,021
+58
781
$47.9K ﹤0.01%
500
782
$47.8K ﹤0.01%
5,102
-1,352
783
$47.8K ﹤0.01%
906
-306
784
$47.5K ﹤0.01%
671
+91
785
$47.4K ﹤0.01%
1,771
786
$47.4K ﹤0.01%
1,360
-900
787
$47.4K ﹤0.01%
1,212
788
$47K ﹤0.01%
+190
789
$46.9K ﹤0.01%
800
790
$46.4K ﹤0.01%
358
791
$46.4K ﹤0.01%
576
792
$46.1K ﹤0.01%
1,399
-15
793
$46K ﹤0.01%
89
794
$45.9K ﹤0.01%
1,201
795
$45.8K ﹤0.01%
530
+144
796
$45.7K ﹤0.01%
2,131
797
$45.6K ﹤0.01%
966
-6
798
$45.5K ﹤0.01%
521
+439
799
$45.5K ﹤0.01%
+208
800
$44.6K ﹤0.01%
140
-18
30 31
32
33 34