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
76
$12.1M 0.31%
126,690
+4,800
77
$12M 0.3%
146,585
-2,185
78
$11.8M 0.3%
131,981
+5,666
79
$11.4M 0.29%
34,589
-407
80
$11.2M 0.28%
202,320
+6,745
81
$10.9M 0.28%
56,221
-62
82
$10.7M 0.27%
81,028
+491
83
$10.6M 0.27%
85,503
+3,764
84
$10.6M 0.27%
25,157
-99
85
$10.3M 0.26%
167,320
-2,606
86
$10M 0.25%
37,329
-341
87
$10M 0.25%
383,114
+12,350
88
$9.77M 0.25%
38,242
+537
89
$9.7M 0.24%
69,362
+131
90
$9.66M 0.24%
30,018
+1,107
91
$9.52M 0.24%
156,940
-5,752
92
$9.45M 0.24%
53,604
+1,990
93
$9.02M 0.23%
72,177
+2,746
94
$8.92M 0.23%
113,915
+88,373
95
$8.54M 0.22%
26,912
+1,329
96
$8.51M 0.22%
38,363
+1,668
97
$8.45M 0.21%
158,113
+5,608
98
$8.4M 0.21%
125,032
-19,091
99
$8.18M 0.21%
49,458
+1,748
100
$7.9M 0.2%
98,365
+3,537
2 3
4
5 6