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
126
$6.41M 0.16%
47,218
+2,837
127
$6.33M 0.16%
27,356
+939
128
$6.32M 0.16%
54,644
+1,596
129
$6.29M 0.16%
144,045
+1,413
130
$6.24M 0.16%
37,583
+1,630
131
$6.16M 0.16%
20,214
+773
132
$5.99M 0.15%
187,029
+11,588
133
$5.99M 0.15%
54,612
+86
134
$5.88M 0.15%
36,398
+1,655
135
$5.84M 0.15%
31,192
+1,513
136
$5.84M 0.15%
23,926
+891
137
$5.83M 0.15%
22,052
+821
138
$5.59M 0.14%
10,625
+410
139
$5.49M 0.14%
110,437
+4,142
140
$5.48M 0.14%
78,984
+5,265
141
$5.48M 0.14%
23,176
-80
142
$5.47M 0.14%
29,053
-120
143
$5.46M 0.14%
32,869
+3,578
144
$5.41M 0.14%
56,043
+2,069
145
$5.38M 0.14%
50,089
+2,550
146
$5.36M 0.14%
87,928
+1,124
147
$5.27M 0.13%
59,911
+2,754
148
$5.27M 0.13%
64,412
+1,520
149
$5.18M 0.13%
23,127
+881
150
$5.13M 0.13%
71,080
+1,577
4 5
6
7 8