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
1151
$6.46K ﹤0.01%
105
-87
1152
$6.31K ﹤0.01%
69
+28
1153
$6.3K ﹤0.01%
232
-77
1154
$6.28K ﹤0.01%
500
1155
$6.24K ﹤0.01%
168
1156
$6.09K ﹤0.01%
159
1157
$6.07K ﹤0.01%
+62
1158
$5.96K ﹤0.01%
25
1159
$5.96K ﹤0.01%
72
1160
$5.92K ﹤0.01%
60
1161
$5.86K ﹤0.01%
273
1162
$5.75K ﹤0.01%
405
1163
$5.72K ﹤0.01%
39
+13
1164
$5.68K ﹤0.01%
147
-17
1165
$5.68K ﹤0.01%
100
-100
1166
$5.66K ﹤0.01%
40
+12
1167
$5.64K ﹤0.01%
32
+10
1168
$5.45K ﹤0.01%
38
1169
$5.44K ﹤0.01%
70
1170
$5.39K ﹤0.01%
31
1171
$5.35K ﹤0.01%
420
1172
$5.34K ﹤0.01%
2,482
1173
$5.32K ﹤0.01%
+161
1174
$5.24K ﹤0.01%
103
1175
$5.2K ﹤0.01%
46
45 46
47
48 49