WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$11.3M
2
+$11.2M
3
+$9.39M
4
COF icon
Capital One
COF
+$7.25M
5
NOW icon
ServiceNow
NOW
+$7.12M

Top Sells

1
+$31.5M
2
+$11.6M
3
+$7.33M
4
INTU icon
Intuit
INTU
+$6.91M
5
V icon
Visa
V
+$6.01M

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
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