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
1351
$811 ﹤0.01%
+111
1352
$809 ﹤0.01%
62
1353
$760 ﹤0.01%
68
1354
$744 ﹤0.01%
15
1355
$725 ﹤0.01%
40
1356
$700 ﹤0.01%
30
-54
1357
$698 ﹤0.01%
43
1358
$694 ﹤0.01%
11
1359
$687 ﹤0.01%
217
1360
$682 ﹤0.01%
57
1361
$637 ﹤0.01%
+50
1362
$633 ﹤0.01%
5
1363
$597 ﹤0.01%
283
-53
1364
$595 ﹤0.01%
7
1365
$560 ﹤0.01%
50
1366
$507 ﹤0.01%
62
-12,500
1367
$485 ﹤0.01%
19
1368
$460 ﹤0.01%
26
-139
1369
$454 ﹤0.01%
15
1370
$450 ﹤0.01%
10
+6
1371
$427 ﹤0.01%
+17
1372
$410 ﹤0.01%
17
-1
1373
$402 ﹤0.01%
35
1374
$396 ﹤0.01%
11
+4
1375
$373 ﹤0.01%
25
53 54
55
56 57