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
901
$11.3K ﹤0.01%
482
902
$11.3K ﹤0.01%
71
+3
903
$11.1K ﹤0.01%
115
904
$11K ﹤0.01%
406
905
$11K ﹤0.01%
115
906
$10.7K ﹤0.01%
50
907
$10.7K ﹤0.01%
532
908
$10.4K ﹤0.01%
248
909
$10.4K ﹤0.01%
218
+42
910
$10.3K ﹤0.01%
199
911
$10.2K ﹤0.01%
38
912
$9.89K ﹤0.01%
598
913
$9.87K ﹤0.01%
252
-664
914
$9.82K ﹤0.01%
365
-4,500
915
$9.81K ﹤0.01%
350
916
$9.8K ﹤0.01%
206
917
$9.68K ﹤0.01%
1,000
918
$9.65K ﹤0.01%
+164
919
$9.52K ﹤0.01%
120
920
$9.46K ﹤0.01%
80
921
$9.36K ﹤0.01%
107
922
$9.2K ﹤0.01%
227
923
$9.18K ﹤0.01%
109
924
$9.14K ﹤0.01%
84
925
$9.12K ﹤0.01%
2,246
35 36
37
38 39