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
76
$9.01M 0.32%
130,736
-500
77
$8.65M 0.31%
18,718
+264
78
$8.56M 0.3%
34,944
+3,623
79
$8.5M 0.3%
37,941
-574
80
$8.5M 0.3%
19,122
-6,872
81
$8.46M 0.3%
196,288
+2,532
82
$8.43M 0.3%
190,181
-282
83
$8.21M 0.29%
22,464
+176
84
$8.15M 0.29%
13,850
+8
85
$8.15M 0.29%
65,486
+769
86
$7.82M 0.28%
38,244
+600
87
$7.61M 0.27%
71,866
-1,363
88
$7.36M 0.26%
207,132
-6,814
89
$7.35M 0.26%
11,365
+5
90
$7.31M 0.26%
323,817
+3,300
91
$7.3M 0.26%
80,322
+96
92
$7.24M 0.26%
14,180
-110
93
$7.16M 0.25%
134,382
+207
94
$7.07M 0.25%
51,542
+118
95
$6.73M 0.24%
17,948
+271
96
$6.73M 0.24%
34,203
+58
97
$6.73M 0.24%
43,303
+1
98
$6.68M 0.24%
110,190
+1,065
99
$6.6M 0.23%
31,745
-297
100
$6.59M 0.23%
28,166
+400
2 3
4
5 6