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
1001
$17.3K ﹤0.01%
+86
1002
$17.3K ﹤0.01%
517
1003
$17.2K ﹤0.01%
373
-1,670
1004
$17K ﹤0.01%
125
1005
$17K ﹤0.01%
10,000
1006
$17K ﹤0.01%
289
1007
$16.8K ﹤0.01%
1,592
1008
$16.8K ﹤0.01%
365
1009
$16.8K ﹤0.01%
167
+62
1010
$16.8K ﹤0.01%
146
-5
1011
$16.7K ﹤0.01%
1,068
+6
1012
$16.6K ﹤0.01%
233
1013
$16.5K ﹤0.01%
256
+4
1014
$16.5K ﹤0.01%
182
+17
1015
$16.4K ﹤0.01%
350
1016
$16.4K ﹤0.01%
177
+20
1017
$16.4K ﹤0.01%
550
+459
1018
$16.3K ﹤0.01%
325
1019
$16.2K ﹤0.01%
1,886
1020
$16.2K ﹤0.01%
2,804
-596
1021
$16.1K ﹤0.01%
764
-270
1022
$16K ﹤0.01%
450
1023
$16K ﹤0.01%
99
+36
1024
$15.9K ﹤0.01%
538
1025
$15.8K ﹤0.01%
125
+1
39 40
41
42 43