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
926
$9.08K ﹤0.01%
1,666
927
$9.07K ﹤0.01%
56
928
$8.79K ﹤0.01%
68
929
$8.69K ﹤0.01%
140
930
$8.61K ﹤0.01%
100
931
$8.54K ﹤0.01%
+117
932
$8.33K ﹤0.01%
183
-26
933
$8.29K ﹤0.01%
373
934
$8.25K ﹤0.01%
134
935
$8.24K ﹤0.01%
95
-110
936
$8.23K ﹤0.01%
680
937
$7.94K ﹤0.01%
230
-36
938
$7.85K ﹤0.01%
349
939
$7.83K ﹤0.01%
130
940
$7.8K ﹤0.01%
250
941
$7.59K ﹤0.01%
80
942
$7.57K ﹤0.01%
300
943
$7.55K ﹤0.01%
103
944
$7.53K ﹤0.01%
46
-197
945
$7.48K ﹤0.01%
90
946
$7.37K ﹤0.01%
893
947
$7.34K ﹤0.01%
74
948
$7.25K ﹤0.01%
2,821
949
$7.18K ﹤0.01%
190
950
$7.09K ﹤0.01%
135
-500
36 37
38
39 40