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
976
$5.89K ﹤0.01%
80
977
$5.83K ﹤0.01%
72
978
$5.81K ﹤0.01%
93
979
$5.68K ﹤0.01%
53
980
$5.65K ﹤0.01%
66
981
$5.64K ﹤0.01%
232
982
$5.58K ﹤0.01%
75
983
$5.53K ﹤0.01%
272
-1,818
984
$5.5K ﹤0.01%
32
+7
985
$5.42K ﹤0.01%
145
986
$5.38K ﹤0.01%
+201
987
$5.27K ﹤0.01%
1,332
988
$5.27K ﹤0.01%
174
989
$5.21K ﹤0.01%
116
990
$5.2K ﹤0.01%
90
991
$5.04K ﹤0.01%
+32
992
$5K ﹤0.01%
58
-1
993
$4.93K ﹤0.01%
54
994
$4.82K ﹤0.01%
159
995
$4.76K ﹤0.01%
+69
996
$4.76K ﹤0.01%
55
997
$4.7K ﹤0.01%
172
998
$4.67K ﹤0.01%
76
+29
999
$4.63K ﹤0.01%
47
1000
$4.35K ﹤0.01%
+34
38 39
40
41 42