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
$2.82B
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.59M
3
+$3.3M
4
LIN icon
Linde
LIN
+$3.28M
5
RTX icon
RTX Corp
RTX
+$2.41M

Top Sells

1
+$10.1M
2
+$6M
3
+$5.11M
4
URI icon
United Rentals
URI
+$3.06M
5
NKE icon
Nike
NKE
+$2.93M

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
876
$14.7K ﹤0.01%
83
877
$14.5K ﹤0.01%
253
878
$14.3K ﹤0.01%
636
-235
879
$14.3K ﹤0.01%
29
+18
880
$14K ﹤0.01%
345
-30
881
$13.9K ﹤0.01%
97
882
$13.9K ﹤0.01%
219
-14
883
$13.9K ﹤0.01%
210
884
$13.6K ﹤0.01%
195
885
$13.2K ﹤0.01%
1,402
886
$13.1K ﹤0.01%
901
-447
887
$13.1K ﹤0.01%
65
-11
888
$12.9K ﹤0.01%
2,000
889
$12.8K ﹤0.01%
199
-3
890
$12.7K ﹤0.01%
525
891
$12.6K ﹤0.01%
298
892
$12.4K ﹤0.01%
517
893
$12.3K ﹤0.01%
333
894
$12.1K ﹤0.01%
792
895
$11.9K ﹤0.01%
418
-164
896
$11.8K ﹤0.01%
40
897
$11.6K ﹤0.01%
400
898
$11.5K ﹤0.01%
165
899
$11.3K ﹤0.01%
131
-241
900
$11.3K ﹤0.01%
754
34 35
36
37 38