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
1226
$3.28K ﹤0.01%
267
-61
1227
$3.24K ﹤0.01%
46
-59
1228
$3.22K ﹤0.01%
48
-18
1229
$3.17K ﹤0.01%
58
1230
$3.11K ﹤0.01%
44
1231
$3.05K ﹤0.01%
40
1232
$3.05K ﹤0.01%
112
1233
$3.04K ﹤0.01%
46
1234
$3.03K ﹤0.01%
62
1235
$3.03K ﹤0.01%
23
1236
$2.98K ﹤0.01%
9
+2
1237
$2.97K ﹤0.01%
153
1238
$2.92K ﹤0.01%
110
1239
$2.92K ﹤0.01%
+80
1240
$2.88K ﹤0.01%
291
1241
$2.88K ﹤0.01%
31
1242
$2.84K ﹤0.01%
87
+54
1243
$2.81K ﹤0.01%
65
1244
$2.81K ﹤0.01%
+34
1245
$2.77K ﹤0.01%
+14
1246
$2.73K ﹤0.01%
60
1247
$2.72K ﹤0.01%
175
1248
$2.7K ﹤0.01%
12
+4
1249
$2.65K ﹤0.01%
22
+7
1250
$2.64K ﹤0.01%
68
48 49
50
51 52