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
201
$2.13M 0.08%
37,348
+501
202
$2.12M 0.07%
22,505
+543
203
$2.1M 0.07%
73,276
+1,935
204
$2.09M 0.07%
29,455
-773
205
$2.06M 0.07%
11,453
+287
206
$2.02M 0.07%
16,137
-1
207
$2.01M 0.07%
7,773
-86
208
$2.01M 0.07%
38,136
+534
209
$1.99M 0.07%
12,166
-275
210
$1.95M 0.07%
17,416
-79
211
$1.95M 0.07%
13,078
-371
212
$1.95M 0.07%
61,970
-43,761
213
$1.89M 0.07%
33,009
-165
214
$1.89M 0.07%
12,122
-161
215
$1.86M 0.07%
5,870
216
$1.84M 0.07%
45,509
+642
217
$1.84M 0.07%
87,348
+2,302
218
$1.83M 0.06%
190,160
+4,751
219
$1.81M 0.06%
10,581
+149
220
$1.78M 0.06%
58,480
221
$1.77M 0.06%
7,754
+94
222
$1.74M 0.06%
13,055
-758
223
$1.74M 0.06%
23,140
-11,510
224
$1.73M 0.06%
56,925
+1,081
225
$1.73M 0.06%
29,435
-450
7 8
9
10 11