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
801
$21.6K ﹤0.01%
278
802
$21.3K ﹤0.01%
5,000
803
$21.3K ﹤0.01%
735
804
$21.2K ﹤0.01%
837
805
$21.1K ﹤0.01%
3,838
806
$21.1K ﹤0.01%
116
-1
807
$21K ﹤0.01%
89
-110
808
$20.7K ﹤0.01%
251
-255
809
$20.7K ﹤0.01%
503
810
$20.6K ﹤0.01%
1,886
811
$20.5K ﹤0.01%
511
-89
812
$20.2K ﹤0.01%
807
813
$20.2K ﹤0.01%
125
814
$20.1K ﹤0.01%
600
815
$19.6K ﹤0.01%
2,625
816
$19.6K ﹤0.01%
472
-149
817
$19.6K ﹤0.01%
100
-152
818
$19.6K ﹤0.01%
329
819
$19.5K ﹤0.01%
1,132
820
$19.5K ﹤0.01%
280
821
$19.4K ﹤0.01%
211
-108
822
$19.1K ﹤0.01%
269
823
$19K ﹤0.01%
167
824
$19K ﹤0.01%
710
-88
825
$18.9K ﹤0.01%
287
31 32
33
34 35