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
976
$19K ﹤0.01%
292
+50
977
$18.9K ﹤0.01%
2,388
+1,050
978
$18.8K ﹤0.01%
+364
979
$18.8K ﹤0.01%
300
+13
980
$18.8K ﹤0.01%
440
981
$18.8K ﹤0.01%
650
+385
982
$18.7K ﹤0.01%
1,901
983
$18.6K ﹤0.01%
320
984
$18.6K ﹤0.01%
1,020
-3
985
$18.5K ﹤0.01%
222
+169
986
$18.5K ﹤0.01%
514
-2
987
$18.5K ﹤0.01%
1,797
-5,181
988
$18.3K ﹤0.01%
296
+73
989
$18.2K ﹤0.01%
+1,502
990
$18.2K ﹤0.01%
182
-2
991
$18.2K ﹤0.01%
549
+404
992
$18.1K ﹤0.01%
167
993
$17.9K ﹤0.01%
1,597
994
$17.9K ﹤0.01%
245
995
$17.9K ﹤0.01%
105
996
$17.7K ﹤0.01%
1,000
997
$17.7K ﹤0.01%
+1,254
998
$17.5K ﹤0.01%
901
999
$17.5K ﹤0.01%
220
-1
1000
$17.4K ﹤0.01%
176
+2
38 39
40
41 42