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
176
$2.53M 0.09%
25,167
+18
177
$2.53M 0.09%
6,674
+26
178
$2.52M 0.09%
7,073
-18
179
$2.5M 0.09%
28,747
180
$2.47M 0.09%
44,723
-431
181
$2.46M 0.09%
75,566
+1,079
182
$2.45M 0.09%
23,067
+337
183
$2.45M 0.09%
8,369
184
$2.44M 0.09%
27,067
+268
185
$2.42M 0.09%
108,212
-9,238
186
$2.37M 0.08%
23,437
+180
187
$2.36M 0.08%
31,431
-1
188
$2.36M 0.08%
8,622
+19
189
$2.35M 0.08%
21,116
-339
190
$2.33M 0.08%
27,338
+497
191
$2.32M 0.08%
67,176
+1,737
192
$2.32M 0.08%
84,584
-1,551
193
$2.31M 0.08%
22,142
-2,465
194
$2.25M 0.08%
8,767
+36
195
$2.24M 0.08%
64,028
-4,255
196
$2.23M 0.08%
22,480
+313
197
$2.22M 0.08%
16,061
+202
198
$2.15M 0.08%
23,913
-1
199
$2.15M 0.08%
7,901
-20
200
$2.13M 0.08%
13,405
-32,124
6 7
8
9 10