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
826
$40K ﹤0.01%
2,960
-140
827
$39.9K ﹤0.01%
3,550
-1,000
828
$39.3K ﹤0.01%
4,943
829
$39.3K ﹤0.01%
358
830
$38.8K ﹤0.01%
743
831
$38.5K ﹤0.01%
82
+13
832
$38.5K ﹤0.01%
390
-302
833
$38.4K ﹤0.01%
817
-285
834
$37.9K ﹤0.01%
321
835
$37.7K ﹤0.01%
1,306
836
$37.3K ﹤0.01%
1,302
837
$37.2K ﹤0.01%
110
+85
838
$36.9K ﹤0.01%
1,507
839
$36.5K ﹤0.01%
211
-14
840
$36.4K ﹤0.01%
1,168
-7
841
$36.4K ﹤0.01%
213
-4
842
$36.2K ﹤0.01%
1,147
843
$36.2K ﹤0.01%
564
-22
844
$35.9K ﹤0.01%
574
+80
845
$35.7K ﹤0.01%
1,525
-5,200
846
$35.6K ﹤0.01%
11,200
847
$35.4K ﹤0.01%
30
848
$35K ﹤0.01%
1,942
+61
849
$34.7K ﹤0.01%
473
+232
850
$34.5K ﹤0.01%
748
-551
32 33
34
35 36