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
1251
$2.64K ﹤0.01%
+12
1252
$2.58K ﹤0.01%
75
1253
$2.56K ﹤0.01%
7
1254
$2.55K ﹤0.01%
36
1255
$2.54K ﹤0.01%
87
-38
1256
$2.51K ﹤0.01%
30
1257
$2.49K ﹤0.01%
90
1258
$2.48K ﹤0.01%
71
1259
$2.47K ﹤0.01%
+28
1260
$2.46K ﹤0.01%
45
-13
1261
$2.44K ﹤0.01%
32
1262
$2.43K ﹤0.01%
10
+3
1263
$2.43K ﹤0.01%
+18
1264
$2.42K ﹤0.01%
124
1265
$2.42K ﹤0.01%
242
1266
$2.4K ﹤0.01%
+22
1267
$2.38K ﹤0.01%
12
1268
$2.37K ﹤0.01%
12
1269
$2.31K ﹤0.01%
+34
1270
$2.28K ﹤0.01%
+12
1271
$2.28K ﹤0.01%
15
-19
1272
$2.27K ﹤0.01%
54
1273
$2.27K ﹤0.01%
1,000
1274
$2.22K ﹤0.01%
+16
1275
$2.22K ﹤0.01%
+47
49 50
51
52 53