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
926
$24.3K ﹤0.01%
1,000
+8
927
$24.2K ﹤0.01%
1,054
-40
928
$24.1K ﹤0.01%
1,908
+858
929
$24K ﹤0.01%
246
+4
930
$23.9K ﹤0.01%
580
931
$23.5K ﹤0.01%
600
932
$23.5K ﹤0.01%
+247
933
$23.3K ﹤0.01%
40
934
$23K ﹤0.01%
202
935
$23K ﹤0.01%
+451
936
$22.9K ﹤0.01%
251
937
$22.8K ﹤0.01%
87
+7
938
$22.7K ﹤0.01%
141
939
$22.6K ﹤0.01%
125
940
$22.6K ﹤0.01%
+589
941
$22.4K ﹤0.01%
1,152
942
$22.3K ﹤0.01%
993
+5
943
$22.2K ﹤0.01%
212
-130
944
$22.1K ﹤0.01%
129
945
$22.1K ﹤0.01%
+117
946
$22.1K ﹤0.01%
1,268
947
$21.9K ﹤0.01%
1,428
948
$21.8K ﹤0.01%
376
949
$21.7K ﹤0.01%
136
+64
950
$21.7K ﹤0.01%
406
-207
36 37
38
39 40