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
176
$3.81M 0.1%
24,833
+2,860
177
$3.81M 0.1%
10,815
+440
178
$3.81M 0.1%
+37,860
179
$3.75M 0.09%
70,941
+3,578
180
$3.69M 0.09%
+59,748
181
$3.68M 0.09%
30,061
+1,372
182
$3.68M 0.09%
45,780
+1,911
183
$3.6M 0.09%
9,973
-535
184
$3.58M 0.09%
80,879
+165
185
$3.57M 0.09%
33,851
+800
186
$3.49M 0.09%
62,946
-211
187
$3.48M 0.09%
11,509
-1
188
$3.45M 0.09%
104,949
-9,257
189
$3.44M 0.09%
14,342
+593
190
$3.43M 0.09%
17,161
+871
191
$3.41M 0.09%
53,783
-8,346
192
$3.39M 0.09%
31,001
-126
193
$3.33M 0.08%
13,428
+27
194
$3.26M 0.08%
25,272
+2,103
195
$3.24M 0.08%
22,193
+2,076
196
$3.19M 0.08%
72,073
+2,397
197
$3.14M 0.08%
29,607
198
$3.09M 0.08%
25,828
+2,496
199
$3.09M 0.08%
10,111
-61
200
$3.04M 0.08%
8,193
-54
6 7
8
9 10