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
901
$26.9K ﹤0.01%
1,190
902
$26.8K ﹤0.01%
+230
903
$26.8K ﹤0.01%
1,727
-1,600
904
$26.6K ﹤0.01%
545
+36
905
$26.5K ﹤0.01%
809
906
$26.4K ﹤0.01%
430
+6
907
$26.4K ﹤0.01%
389
-33
908
$26.4K ﹤0.01%
842
909
$26.4K ﹤0.01%
134
+9
910
$26.3K ﹤0.01%
714
-98
911
$26.1K ﹤0.01%
84
+2
912
$26K ﹤0.01%
400
913
$25.6K ﹤0.01%
913
914
$25.5K ﹤0.01%
744
-27
915
$25.2K ﹤0.01%
+650
916
$25.2K ﹤0.01%
175
917
$25K ﹤0.01%
137
+16
918
$24.8K ﹤0.01%
1,444
+204
919
$24.8K ﹤0.01%
287
920
$24.8K ﹤0.01%
1,001
+39
921
$24.6K ﹤0.01%
630
922
$24.5K ﹤0.01%
332
+245
923
$24.5K ﹤0.01%
+1,146
924
$24.3K ﹤0.01%
485
925
$24.3K ﹤0.01%
168
35 36
37
38 39