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
1301
$1.66K ﹤0.01%
56
1302
$1.64K ﹤0.01%
100
-2
1303
$1.63K ﹤0.01%
27
1304
$1.61K ﹤0.01%
105
1305
$1.61K ﹤0.01%
19
1306
$1.55K ﹤0.01%
319
+118
1307
$1.54K ﹤0.01%
19
1308
$1.52K ﹤0.01%
+25
1309
$1.52K ﹤0.01%
+53
1310
$1.5K ﹤0.01%
5
-59
1311
$1.49K ﹤0.01%
+74
1312
$1.49K ﹤0.01%
+22
1313
$1.46K ﹤0.01%
+30
1314
$1.42K ﹤0.01%
48
+21
1315
$1.41K ﹤0.01%
+21
1316
$1.41K ﹤0.01%
+45
1317
$1.38K ﹤0.01%
18
+7
1318
$1.34K ﹤0.01%
16
1319
$1.33K ﹤0.01%
5
-2
1320
$1.32K ﹤0.01%
+79
1321
$1.29K ﹤0.01%
15
1322
$1.28K ﹤0.01%
+24
1323
$1.25K ﹤0.01%
+36
1324
$1.22K ﹤0.01%
13
1325
$1.22K ﹤0.01%
28
51 52
53
54 55