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
1101
$10.2K ﹤0.01%
212
+113
1102
$10.1K ﹤0.01%
+984
1103
$10.1K ﹤0.01%
342
-656
1104
$10.1K ﹤0.01%
130
1105
$9.86K ﹤0.01%
389
-13
1106
$9.74K ﹤0.01%
+147
1107
$9.74K ﹤0.01%
246
1108
$9.62K ﹤0.01%
+126
1109
$9.61K ﹤0.01%
44
+7
1110
$9.56K ﹤0.01%
158
1111
$9.54K ﹤0.01%
600
1112
$9.48K ﹤0.01%
286
+105
1113
$9.32K ﹤0.01%
476
1114
$9.25K ﹤0.01%
256
+176
1115
$9.23K ﹤0.01%
972
+4
1116
$9.22K ﹤0.01%
125
+38
1117
$9.21K ﹤0.01%
217
1118
$9K ﹤0.01%
63
+8
1119
$8.86K ﹤0.01%
94
+4
1120
$8.81K ﹤0.01%
206
1121
$8.64K ﹤0.01%
25
1122
$8.64K ﹤0.01%
261
+200
1123
$8.63K ﹤0.01%
295
+45
1124
$8.54K ﹤0.01%
48
+27
1125
$8.51K ﹤0.01%
354
+284
43 44
45
46 47