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
851
$34.4K ﹤0.01%
232
+85
852
$34.4K ﹤0.01%
232
853
$34.3K ﹤0.01%
631
-44
854
$34.2K ﹤0.01%
181
+15
855
$34.2K ﹤0.01%
+3,000
856
$34.2K ﹤0.01%
2,500
857
$34K ﹤0.01%
5,164
858
$33.8K ﹤0.01%
105
+37
859
$33.7K ﹤0.01%
1,250
860
$33.4K ﹤0.01%
980
861
$33.3K ﹤0.01%
447
862
$33.1K ﹤0.01%
947
-201
863
$32.9K ﹤0.01%
+221
864
$32.8K ﹤0.01%
837
865
$32.8K ﹤0.01%
1,233
866
$32.2K ﹤0.01%
567
867
$32.1K ﹤0.01%
1,020
-34
868
$32.1K ﹤0.01%
845
-109
869
$31.8K ﹤0.01%
365
-139
870
$31.5K ﹤0.01%
+384
871
$31.2K ﹤0.01%
876
-78
872
$31K ﹤0.01%
673
873
$31K ﹤0.01%
203
-24
874
$30.6K ﹤0.01%
106
+9
875
$30.5K ﹤0.01%
800
33 34
35
36 37