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
1051
$14.4K ﹤0.01%
1,034
1052
$14.4K ﹤0.01%
+114
1053
$14.2K ﹤0.01%
1,273
-230
1054
$14.1K ﹤0.01%
+156
1055
$14.1K ﹤0.01%
222
-56
1056
$14K ﹤0.01%
178
+14
1057
$13.8K ﹤0.01%
64
1058
$13.7K ﹤0.01%
210
1059
$13.7K ﹤0.01%
1,358
1060
$13.7K ﹤0.01%
583
+1
1061
$13.5K ﹤0.01%
239
1062
$13.5K ﹤0.01%
+78
1063
$13.5K ﹤0.01%
1,444
-66
1064
$13.4K ﹤0.01%
440
1065
$13.3K ﹤0.01%
269
-522
1066
$12.9K ﹤0.01%
310
+143
1067
$12.8K ﹤0.01%
250
1068
$12.7K ﹤0.01%
587
+125
1069
$12.7K ﹤0.01%
199
1070
$12.6K ﹤0.01%
454
1071
$12.6K ﹤0.01%
364
-14
1072
$12.4K ﹤0.01%
2,820
1073
$12.4K ﹤0.01%
601
1074
$12.4K ﹤0.01%
38
1075
$12.2K ﹤0.01%
201
41 42
43
44 45