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
1126
$806 ﹤0.01%
44
+8
1127
$699 ﹤0.01%
6
1128
$638 ﹤0.01%
100
1129
$621 ﹤0.01%
68
1130
$555 ﹤0.01%
+8
1131
$544 ﹤0.01%
5
1132
$484 ﹤0.01%
24
1133
$408 ﹤0.01%
84
1134
$360 ﹤0.01%
3
1135
$351 ﹤0.01%
11
1136
$311 ﹤0.01%
83
1137
$302 ﹤0.01%
40
1138
$246 ﹤0.01%
14
1139
$240 ﹤0.01%
15
1140
$230 ﹤0.01%
4
1141
$222 ﹤0.01%
44
1142
$200 ﹤0.01%
1
-2
1143
$196 ﹤0.01%
7
1144
$182 ﹤0.01%
+4
1145
$164 ﹤0.01%
+5
1146
$153 ﹤0.01%
+10
1147
$148 ﹤0.01%
24
1148
$144 ﹤0.01%
3
1149
$127 ﹤0.01%
31
1150
$117 ﹤0.01%
11
44 45
46
47 48