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
101
$7.84M 0.2%
33,613
+444
102
$7.82M 0.2%
38,808
+3,087
103
$7.76M 0.2%
15,583
+572
104
$7.62M 0.19%
11,325
+703
105
$7.58M 0.19%
90,715
+3,088
106
$7.54M 0.19%
21,581
-368
107
$7.51M 0.19%
37,544
-5
108
$7.35M 0.19%
28,359
+887
109
$7.33M 0.19%
46,648
+1,628
110
$7.32M 0.18%
28,888
+740
111
$7.25M 0.18%
29,153
+1,249
112
$7.23M 0.18%
207,483
+77,452
113
$7.19M 0.18%
101,442
+4,920
114
$7.15M 0.18%
109,032
+2,858
115
$7.03M 0.18%
98,178
-668
116
$7.01M 0.18%
39,122
+38,386
117
$6.95M 0.18%
22,310
+357
118
$6.91M 0.17%
7,300
-217
119
$6.84M 0.17%
185,332
-669
120
$6.83M 0.17%
291,675
-4,923
121
$6.82M 0.17%
58,641
+2,382
122
$6.8M 0.17%
149,907
-504
123
$6.7M 0.17%
15,433
+673
124
$6.57M 0.17%
353,240
125
$6.45M 0.16%
79,861
+2,506
3 4
5
6 7