WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
826
$18.7K ﹤0.01%
1,708
827
$18.7K ﹤0.01%
175
828
$18.5K ﹤0.01%
+1,856
829
$18.3K ﹤0.01%
1,901
830
$18.2K ﹤0.01%
571
-429
831
$17.7K ﹤0.01%
10,000
832
$17.7K ﹤0.01%
654
+44
833
$17.6K ﹤0.01%
43
834
$17.5K ﹤0.01%
330
835
$17.5K ﹤0.01%
269
-16
836
$17.2K ﹤0.01%
225
837
$17.1K ﹤0.01%
270
838
$17K ﹤0.01%
458
839
$16.9K ﹤0.01%
226
840
$16.8K ﹤0.01%
364
-8
841
$16.8K ﹤0.01%
440
842
$16.7K ﹤0.01%
500
843
$16.5K ﹤0.01%
63
844
$16.5K ﹤0.01%
987
845
$16.4K ﹤0.01%
473
846
$16.4K ﹤0.01%
11,200
+7,000
847
$16.3K ﹤0.01%
500
848
$16.2K ﹤0.01%
174
-17
849
$16.2K ﹤0.01%
480
+10
850
$16.2K ﹤0.01%
175
32 33
34
35 36