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
1376
$357 ﹤0.01%
95
1377
$341 ﹤0.01%
24
1378
$325 ﹤0.01%
23
1379
$320 ﹤0.01%
6
1380
$317 ﹤0.01%
11
1381
$308 ﹤0.01%
11
1382
$297 ﹤0.01%
14
-470
1383
$297 ﹤0.01%
6
1384
$292 ﹤0.01%
+100
1385
$278 ﹤0.01%
44
1386
$273 ﹤0.01%
+4
1387
$264 ﹤0.01%
1
-100
1388
$253 ﹤0.01%
13
1389
$233 ﹤0.01%
3
1390
$219 ﹤0.01%
56
1391
$213 ﹤0.01%
15
1392
$207 ﹤0.01%
83
1393
$205 ﹤0.01%
25
1394
$205 ﹤0.01%
+6
1395
$202 ﹤0.01%
10
-34
1396
$199 ﹤0.01%
38
1397
$180 ﹤0.01%
8
1398
$180 ﹤0.01%
10
1399
$152 ﹤0.01%
2
1400
$145 ﹤0.01%
11
54 55
56
57 58