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
$2.82B
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.59M
3
+$3.3M
4
LIN icon
Linde
LIN
+$3.28M
5
RTX icon
RTX Corp
RTX
+$2.41M

Top Sells

1
+$10.1M
2
+$6M
3
+$5.11M
4
URI icon
United Rentals
URI
+$3.06M
5
NKE icon
Nike
NKE
+$2.93M

Sector Composition

1 Technology 22.3%
2 Financials 9.78%
3 Healthcare 8.72%
4 Consumer Discretionary 7.87%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.73M 0.13%
18,343
+261
152
$3.72M 0.13%
88,419
-229
153
$3.68M 0.13%
221,968
-1,117
154
$3.64M 0.13%
51,015
+1,045
155
$3.62M 0.13%
44,566
+616
156
$3.59M 0.13%
47,885
-384
157
$3.58M 0.13%
17,850
158
$3.58M 0.13%
8,186
+115
159
$3.52M 0.12%
21,582
-479
160
$3.46M 0.12%
23,927
-213
161
$3.44M 0.12%
14,947
-124
162
$3.27M 0.12%
146,625
+2,042
163
$3.25M 0.12%
11,984
+382
164
$3.23M 0.11%
68,704
-422
165
$3.14M 0.11%
29,067
+398
166
$3.13M 0.11%
13,012
-266
167
$2.97M 0.11%
27,762
+542
168
$2.93M 0.1%
29,286
+545
169
$2.92M 0.1%
60,623
+29,634
170
$2.75M 0.1%
10,332
+106
171
$2.71M 0.1%
35,669
+493
172
$2.69M 0.1%
25,433
+19,164
173
$2.67M 0.09%
15,557
-1,853
174
$2.59M 0.09%
17,145
+320
175
$2.54M 0.09%
24,920
-136
5 6
7
8 9