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
101
$6.53M 0.23%
43,595
+642
102
$6.4M 0.23%
168,559
-1,464
103
$6.32M 0.22%
61,438
-29
104
$6.29M 0.22%
83,123
-2,400
105
$6.29M 0.22%
32,793
-809
106
$6.25M 0.22%
37,985
-46
107
$6.19M 0.22%
187,319
+169,170
108
$6.11M 0.22%
40,238
-450
109
$6.01M 0.21%
107,441
-1,690
110
$5.75M 0.2%
33,842
+33,531
111
$5.61M 0.2%
6,465
+168
112
$5.49M 0.19%
47,704
-861
113
$5.48M 0.19%
94,372
-3,694
114
$5.47M 0.19%
36,633
-988
115
$5.46M 0.19%
263,738
+40
116
$5.39M 0.19%
55,866
-674
117
$5.36M 0.19%
15,509
+168
118
$5.18M 0.18%
76,250
+1,922
119
$5.1M 0.18%
18,969
-34
120
$5.09M 0.18%
69,784
+993
121
$5.05M 0.18%
65,388
+926
122
$4.95M 0.18%
152,907
-3,396
123
$4.94M 0.17%
121,742
+1,741
124
$4.94M 0.17%
93,675
+1,941
125
$4.93M 0.17%
24,607
-71
3 4
5
6 7