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
1026
$3.65K ﹤0.01%
81
1027
$3.63K ﹤0.01%
43
1028
$3.63K ﹤0.01%
103
1029
$3.57K ﹤0.01%
30
1030
$3.45K ﹤0.01%
19
-1
1031
$3.44K ﹤0.01%
31
-2
1032
$3.43K ﹤0.01%
40
1033
$3.43K ﹤0.01%
118
-2
1034
$3.41K ﹤0.01%
68
1035
$3.38K ﹤0.01%
25
-1
1036
$3.32K ﹤0.01%
137
1037
$3.15K ﹤0.01%
500
1038
$3.1K ﹤0.01%
66
1039
$3.08K ﹤0.01%
44
-2
1040
$3.05K ﹤0.01%
+93
1041
$3.03K ﹤0.01%
32
-1
1042
$3.03K ﹤0.01%
30
1043
$3K ﹤0.01%
34
1044
$2.99K ﹤0.01%
16
-159
1045
$2.93K ﹤0.01%
32
1046
$2.93K ﹤0.01%
53
1047
$2.9K ﹤0.01%
66
1048
$2.89K ﹤0.01%
+22
1049
$2.88K ﹤0.01%
89
1050
$2.88K ﹤0.01%
48
-700
40 41
42
43 44