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
801
$44.4K ﹤0.01%
75
802
$44.2K ﹤0.01%
333
-2
803
$44.1K ﹤0.01%
827
-97
804
$44K ﹤0.01%
337
+154
805
$43.9K ﹤0.01%
1,282
806
$43.7K ﹤0.01%
125
+35
807
$43.5K ﹤0.01%
+435
808
$43.4K ﹤0.01%
623
+493
809
$43.4K ﹤0.01%
1,000
810
$43.4K ﹤0.01%
443
811
$43.2K ﹤0.01%
3,900
+3,258
812
$43.1K ﹤0.01%
211
+6
813
$43K ﹤0.01%
286
814
$42.5K ﹤0.01%
701
815
$42.5K ﹤0.01%
1,169
816
$42.5K ﹤0.01%
900
+752
817
$42.2K ﹤0.01%
819
-93
818
$42K ﹤0.01%
331
-4
819
$41.8K ﹤0.01%
1,045
820
$41.8K ﹤0.01%
115
821
$41.6K ﹤0.01%
407
822
$41.1K ﹤0.01%
507
-4
823
$40.6K ﹤0.01%
1,317
824
$40.4K ﹤0.01%
295
+2
825
$40.1K ﹤0.01%
199
+6
31 32
33
34 35