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
1176
$5.15K ﹤0.01%
237
1177
$5.14K ﹤0.01%
142
1178
$5.05K ﹤0.01%
358
1179
$5.04K ﹤0.01%
68
1180
$5.03K ﹤0.01%
93
1181
$5.02K ﹤0.01%
+200
1182
$5.02K ﹤0.01%
833
1183
$4.93K ﹤0.01%
+107
1184
$4.92K ﹤0.01%
+38
1185
$4.9K ﹤0.01%
104
1186
$4.85K ﹤0.01%
100
-2,998
1187
$4.79K ﹤0.01%
110
1188
$4.66K ﹤0.01%
46
1189
$4.65K ﹤0.01%
40
1190
$4.56K ﹤0.01%
33
1191
$4.51K ﹤0.01%
197
1192
$4.47K ﹤0.01%
150
1193
$4.45K ﹤0.01%
85
1194
$4.43K ﹤0.01%
29
+10
1195
$4.39K ﹤0.01%
172
-428
1196
$4.26K ﹤0.01%
+41
1197
$4.23K ﹤0.01%
282
+265
1198
$4.17K ﹤0.01%
30
1199
$4.04K ﹤0.01%
65
-1,539
1200
$4.01K ﹤0.01%
62
-191
46 47
48
49 50