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
1326
$1.21K ﹤0.01%
80
1327
$1.21K ﹤0.01%
36
-1
1328
$1.21K ﹤0.01%
+20
1329
$1.19K ﹤0.01%
12
1330
$1.17K ﹤0.01%
7
-10
1331
$1.15K ﹤0.01%
30
1332
$1.12K ﹤0.01%
18
+5
1333
$1.1K ﹤0.01%
75
1334
$1.09K ﹤0.01%
15
-100
1335
$1.05K ﹤0.01%
8
1336
$1.04K ﹤0.01%
134
1337
$1.01K ﹤0.01%
30
1338
$1K ﹤0.01%
2,000
1339
$980 ﹤0.01%
+15
1340
$972 ﹤0.01%
36
1341
$960 ﹤0.01%
+12
1342
$926 ﹤0.01%
+71
1343
$914 ﹤0.01%
11
1344
$874 ﹤0.01%
+3
1345
$869 ﹤0.01%
18
1346
$868 ﹤0.01%
+55
1347
$868 ﹤0.01%
+23
1348
$839 ﹤0.01%
86
-475
1349
$816 ﹤0.01%
32
1350
$815 ﹤0.01%
14
52 53
54
55 56