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
1276
$2.2K ﹤0.01%
61
+11
1277
$2.19K ﹤0.01%
+13
1278
$2.15K ﹤0.01%
145
-1,232
1279
$2.1K ﹤0.01%
78
1280
$2.06K ﹤0.01%
45
+26
1281
$2.05K ﹤0.01%
30
1282
$2.05K ﹤0.01%
23
+8
1283
$2.02K ﹤0.01%
+16
1284
$1.99K ﹤0.01%
37
+36
1285
$1.96K ﹤0.01%
+136
1286
$1.96K ﹤0.01%
+51
1287
$1.94K ﹤0.01%
100
1288
$1.94K ﹤0.01%
45
1289
$1.91K ﹤0.01%
20
1290
$1.9K ﹤0.01%
11
1291
$1.89K ﹤0.01%
158
1292
$1.86K ﹤0.01%
+63
1293
$1.85K ﹤0.01%
+70
1294
$1.82K ﹤0.01%
93
-123
1295
$1.8K ﹤0.01%
+25
1296
$1.79K ﹤0.01%
772
1297
$1.79K ﹤0.01%
8
-101
1298
$1.77K ﹤0.01%
91
1299
$1.74K ﹤0.01%
+15
1300
$1.7K ﹤0.01%
312
-1,665
50 51
52
53 54