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
1001
$4.34K ﹤0.01%
110
1002
$4.28K ﹤0.01%
+51
1003
$4.27K ﹤0.01%
351
1004
$4.22K ﹤0.01%
60
1005
$4.1K ﹤0.01%
135
1006
$4.07K ﹤0.01%
110
1007
$4.06K ﹤0.01%
68
1008
$4.06K ﹤0.01%
433
1009
$4.05K ﹤0.01%
+47
1010
$4K ﹤0.01%
60
1011
$3.99K ﹤0.01%
+202
1012
$3.92K ﹤0.01%
74
1013
$3.86K ﹤0.01%
25
1014
$3.84K ﹤0.01%
16
+4
1015
$3.84K ﹤0.01%
+59
1016
$3.84K ﹤0.01%
21
1017
$3.84K ﹤0.01%
50
1018
$3.83K ﹤0.01%
42
+2
1019
$3.81K ﹤0.01%
+27
1020
$3.79K ﹤0.01%
158
1021
$3.78K ﹤0.01%
65
1022
$3.75K ﹤0.01%
93
-7
1023
$3.69K ﹤0.01%
15
1024
$3.66K ﹤0.01%
+22
1025
$3.66K ﹤0.01%
+49
39 40
41
42 43