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
1076
$12.2K ﹤0.01%
36
+20
1077
$12.1K ﹤0.01%
107
-118
1078
$12K ﹤0.01%
2,000
1079
$12K ﹤0.01%
+658
1080
$11.9K ﹤0.01%
699
-525
1081
$11.9K ﹤0.01%
+155
1082
$11.8K ﹤0.01%
338
-10
1083
$11.7K ﹤0.01%
406
1084
$11.6K ﹤0.01%
+448
1085
$11.5K ﹤0.01%
216
1086
$11.4K ﹤0.01%
365
-960
1087
$11.2K ﹤0.01%
135
1088
$11.2K ﹤0.01%
271
1089
$11.1K ﹤0.01%
123
-278
1090
$11.1K ﹤0.01%
85
1091
$10.9K ﹤0.01%
121
1092
$10.9K ﹤0.01%
255
1093
$10.9K ﹤0.01%
569
1094
$10.8K ﹤0.01%
429
+71
1095
$10.8K ﹤0.01%
+959
1096
$10.8K ﹤0.01%
300
1097
$10.5K ﹤0.01%
+342
1098
$10.5K ﹤0.01%
256
1099
$10.5K ﹤0.01%
1,000
1100
$10.4K ﹤0.01%
316
42 43
44
45 46