WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$11.3M
2
+$11.2M
3
+$9.39M
4
COF icon
Capital One
COF
+$7.25M
5
NOW icon
ServiceNow
NOW
+$7.12M

Top Sells

1
+$31.5M
2
+$11.6M
3
+$7.33M
4
INTU icon
Intuit
INTU
+$6.91M
5
V icon
Visa
V
+$6.01M

Sector Composition

1 Technology 22.67%
2 Financials 12.29%
3 Healthcare 7.56%
4 Consumer Discretionary 7.2%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$15.8K ﹤0.01%
642
1027
$15.8K ﹤0.01%
1,322
+803
1028
$15.6K ﹤0.01%
388
-130
1029
$15.5K ﹤0.01%
789
1030
$15.5K ﹤0.01%
+590
1031
$15.5K ﹤0.01%
176
-7
1032
$15.5K ﹤0.01%
1,117
+301
1033
$15.5K ﹤0.01%
325
1034
$15.4K ﹤0.01%
301
1035
$15.3K ﹤0.01%
+426
1036
$15.2K ﹤0.01%
50
+19
1037
$15.2K ﹤0.01%
359
+144
1038
$15.2K ﹤0.01%
600
1039
$15.2K ﹤0.01%
357
+39
1040
$15.1K ﹤0.01%
65
1041
$15.1K ﹤0.01%
128
+46
1042
$15K ﹤0.01%
56
1043
$15K ﹤0.01%
600
1044
$14.9K ﹤0.01%
93
1045
$14.8K ﹤0.01%
248
1046
$14.8K ﹤0.01%
299
+199
1047
$14.8K ﹤0.01%
581
1048
$14.5K ﹤0.01%
225
1049
$14.5K ﹤0.01%
+66
1050
$14.5K ﹤0.01%
600
40 41
42
43 44