WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$6.68M
2
+$6.16M
3
+$3.52M
4
LIN icon
Linde
LIN
+$3.35M
5
RTX icon
RTX Corp
RTX
+$2.87M

Top Sells

1
+$10.6M
2
+$6.24M
3
+$5.48M
4
NKE icon
Nike
NKE
+$3.15M
5
URI icon
United Rentals
URI
+$3.15M

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
1051
$2.81K ﹤0.01%
71
1052
$2.79K ﹤0.01%
50
1053
$2.78K ﹤0.01%
85
1054
$2.73K ﹤0.01%
220
1055
$2.72K ﹤0.01%
+55
1056
$2.72K ﹤0.01%
175
-670
1057
$2.72K ﹤0.01%
21
-3
1058
$2.56K ﹤0.01%
72
-663
1059
$2.5K ﹤0.01%
60
1060
$2.49K ﹤0.01%
70
1061
$2.44K ﹤0.01%
15
1062
$2.44K ﹤0.01%
47
+13
1063
$2.42K ﹤0.01%
+59
1064
$2.4K ﹤0.01%
65
1065
$2.36K ﹤0.01%
62
+25
1066
$2.31K ﹤0.01%
110
1067
$2.3K ﹤0.01%
+44
1068
$2.25K ﹤0.01%
70
1069
$2.25K ﹤0.01%
112
1070
$2.22K ﹤0.01%
11
1071
$2.2K ﹤0.01%
36
1072
$2.2K ﹤0.01%
178
-750
1073
$2.17K ﹤0.01%
40
-2
1074
$2.17K ﹤0.01%
40
1075
$2.11K ﹤0.01%
31
41 42
43
44 45