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
851
$16.2K ﹤0.01%
600
852
$16.1K ﹤0.01%
75
853
$16K ﹤0.01%
791
-10
854
$16K ﹤0.01%
649
855
$15.9K ﹤0.01%
2,820
856
$15.9K ﹤0.01%
125
857
$15.8K ﹤0.01%
199
858
$15.7K ﹤0.01%
100
859
$15.7K ﹤0.01%
278
860
$15.7K ﹤0.01%
245
861
$15.6K ﹤0.01%
350
862
$15.5K ﹤0.01%
341
863
$15.4K ﹤0.01%
40
864
$15.3K ﹤0.01%
1,000
865
$15.2K ﹤0.01%
400
+73
866
$15.2K ﹤0.01%
103
+1
867
$15.2K ﹤0.01%
1,358
868
$15.1K ﹤0.01%
46
869
$15.1K ﹤0.01%
176
-304
870
$15.1K ﹤0.01%
90
871
$14.9K ﹤0.01%
197
872
$14.9K ﹤0.01%
651
873
$14.8K ﹤0.01%
600
874
$14.8K ﹤0.01%
750
875
$14.7K ﹤0.01%
100
33 34
35
36 37