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
1126
$8.46K ﹤0.01%
174
1127
$8.43K ﹤0.01%
211
1128
$8.11K ﹤0.01%
22
1129
$7.99K ﹤0.01%
+135
1130
$7.92K ﹤0.01%
83
+8
1131
$7.9K ﹤0.01%
144
-295
1132
$7.81K ﹤0.01%
138
1133
$7.62K ﹤0.01%
80
1134
$7.6K ﹤0.01%
35
1135
$7.56K ﹤0.01%
135
1136
$7.46K ﹤0.01%
146
1137
$7.39K ﹤0.01%
271
1138
$7.32K ﹤0.01%
73
1139
$7.23K ﹤0.01%
332
-150
1140
$7.22K ﹤0.01%
720
+500
1141
$7.21K ﹤0.01%
65
1142
$7.19K ﹤0.01%
298
1143
$6.95K ﹤0.01%
90
+36
1144
$6.94K ﹤0.01%
37
+13
1145
$6.84K ﹤0.01%
85
-262
1146
$6.82K ﹤0.01%
+85
1147
$6.76K ﹤0.01%
284
+63
1148
$6.75K ﹤0.01%
115
1149
$6.56K ﹤0.01%
368
-229
1150
$6.49K ﹤0.01%
81
+28
44 45
46
47 48