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
1076
$2.1K ﹤0.01%
85
1077
$2.08K ﹤0.01%
42
-2
1078
$2.06K ﹤0.01%
50
1079
$2.05K ﹤0.01%
+28
1080
$2.02K ﹤0.01%
210
1081
$1.97K ﹤0.01%
12
1082
$1.97K ﹤0.01%
+67
1083
$1.97K ﹤0.01%
78
+4
1084
$1.93K ﹤0.01%
83
-195
1085
$1.91K ﹤0.01%
+29
1086
$1.88K ﹤0.01%
55
1087
$1.87K ﹤0.01%
12
1088
$1.83K ﹤0.01%
20
1089
$1.83K ﹤0.01%
+57
1090
$1.82K ﹤0.01%
70
1091
$1.69K ﹤0.01%
325
-200
1092
$1.69K ﹤0.01%
+263
1093
$1.67K ﹤0.01%
45
1094
$1.67K ﹤0.01%
60
1095
$1.67K ﹤0.01%
115
1096
$1.6K ﹤0.01%
151
1097
$1.6K ﹤0.01%
53
-1
1098
$1.58K ﹤0.01%
+43
1099
$1.58K ﹤0.01%
8
1100
$1.55K ﹤0.01%
65
42 43
44
45 46