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
951
$21.6K ﹤0.01%
413
+83
952
$21.2K ﹤0.01%
+470
953
$21.2K ﹤0.01%
437
+32
954
$20.9K ﹤0.01%
286
+119
955
$20.6K ﹤0.01%
280
-79
956
$20.6K ﹤0.01%
139
957
$20.5K ﹤0.01%
988
+4
958
$20.4K ﹤0.01%
156
-639
959
$20.4K ﹤0.01%
500
960
$20.4K ﹤0.01%
196
961
$20.2K ﹤0.01%
1,620
962
$20.1K ﹤0.01%
583
963
$20.1K ﹤0.01%
81
+53
964
$20.1K ﹤0.01%
503
965
$20K ﹤0.01%
131
966
$19.9K ﹤0.01%
178
+10
967
$19.9K ﹤0.01%
15,881
968
$19.8K ﹤0.01%
+650
969
$19.6K ﹤0.01%
222
970
$19.6K ﹤0.01%
735
-82
971
$19.5K ﹤0.01%
+410
972
$19.5K ﹤0.01%
535
+198
973
$19.5K ﹤0.01%
325
-788
974
$19.3K ﹤0.01%
100
975
$19.3K ﹤0.01%
7,141
37 38
39
40 41