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
1101
$1.54K ﹤0.01%
4
1102
$1.53K ﹤0.01%
6
+3
1103
$1.5K ﹤0.01%
80
1104
$1.46K ﹤0.01%
54
-27
1105
$1.45K ﹤0.01%
+107
1106
$1.42K ﹤0.01%
+44
1107
$1.4K ﹤0.01%
62
1108
$1.39K ﹤0.01%
+39
1109
$1.3K ﹤0.01%
43
1110
$1.3K ﹤0.01%
62
1111
$1.3K ﹤0.01%
38
1112
$1.27K ﹤0.01%
27
1113
$1.24K ﹤0.01%
22
-1
1114
$1.24K ﹤0.01%
100
1115
$1.24K ﹤0.01%
13
-116
1116
$1.21K ﹤0.01%
75
1117
$1.2K ﹤0.01%
16
1118
$1.17K ﹤0.01%
1,000
1119
$1.17K ﹤0.01%
27
1120
$1.15K ﹤0.01%
30
1121
$1.02K ﹤0.01%
105
1122
$930 ﹤0.01%
75
1123
$885 ﹤0.01%
41
1124
$869 ﹤0.01%
28
-1
1125
$840 ﹤0.01%
2,000
43 44
45
46 47