WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
951
$7.02K ﹤0.01%
237
952
$6.89K ﹤0.01%
183
953
$6.85K ﹤0.01%
83
954
$6.84K ﹤0.01%
137
955
$6.76K ﹤0.01%
211
956
$6.74K ﹤0.01%
147
957
$6.73K ﹤0.01%
97
-489
958
$6.72K ﹤0.01%
305
-970
959
$6.62K ﹤0.01%
513
-22
960
$6.58K ﹤0.01%
270
961
$6.56K ﹤0.01%
263
962
$6.51K ﹤0.01%
65
963
$6.48K ﹤0.01%
129
-617
964
$6.47K ﹤0.01%
410
965
$6.45K ﹤0.01%
271
966
$6.36K ﹤0.01%
150
967
$6.36K ﹤0.01%
300
968
$6.27K ﹤0.01%
476
969
$6.26K ﹤0.01%
112
-190
970
$6.21K ﹤0.01%
358
971
$6.17K ﹤0.01%
114
-105
972
$6.15K ﹤0.01%
25
973
$6.04K ﹤0.01%
39
-14
974
$6.03K ﹤0.01%
22
975
$5.92K ﹤0.01%
213
37 38
39
40 41