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
876
$30.2K ﹤0.01%
2,625
877
$30K ﹤0.01%
2,869
878
$30K ﹤0.01%
509
+5
879
$29.8K ﹤0.01%
889
880
$29.8K ﹤0.01%
962
-29
881
$29.7K ﹤0.01%
512
882
$29.7K ﹤0.01%
524
-1,280
883
$29.7K ﹤0.01%
280
+152
884
$29.6K ﹤0.01%
477
885
$29.6K ﹤0.01%
224
+79
886
$29.5K ﹤0.01%
818
+397
887
$29.5K ﹤0.01%
939
-6
888
$29.4K ﹤0.01%
1,108
889
$29.3K ﹤0.01%
+308
890
$29.2K ﹤0.01%
156
+3
891
$29.1K ﹤0.01%
724
892
$28.9K ﹤0.01%
279
-43
893
$28.9K ﹤0.01%
1,944
-296
894
$28.8K ﹤0.01%
146
+20
895
$28.5K ﹤0.01%
1,222
+563
896
$28.3K ﹤0.01%
543
+61
897
$28.2K ﹤0.01%
267
-4
898
$28.1K ﹤0.01%
231
899
$27.7K ﹤0.01%
710
900
$27.4K ﹤0.01%
+436
34 35
36
37 38