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
1201
$4K ﹤0.01%
14
1202
$3.95K ﹤0.01%
+110
1203
$3.93K ﹤0.01%
+134
1204
$3.93K ﹤0.01%
+164
1205
$3.93K ﹤0.01%
158
1206
$3.91K ﹤0.01%
32
+14
1207
$3.89K ﹤0.01%
130
+21
1208
$3.88K ﹤0.01%
83
1209
$3.87K ﹤0.01%
23
1210
$3.86K ﹤0.01%
67
1211
$3.85K ﹤0.01%
218
1212
$3.82K ﹤0.01%
+40
1213
$3.82K ﹤0.01%
280
-731
1214
$3.74K ﹤0.01%
166
1215
$3.72K ﹤0.01%
60
1216
$3.72K ﹤0.01%
50
1217
$3.72K ﹤0.01%
739
1218
$3.7K ﹤0.01%
+3
1219
$3.6K ﹤0.01%
118
1220
$3.55K ﹤0.01%
89
1221
$3.51K ﹤0.01%
32
1222
$3.48K ﹤0.01%
+13
1223
$3.41K ﹤0.01%
105
-2
1224
$3.39K ﹤0.01%
15
1225
$3.35K ﹤0.01%
48
47 48
49
50 51