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
201
$3.03M 0.08%
6,330
+153
202
$3M 0.08%
20,316
-3,702
203
$2.99M 0.08%
20,545
+4,259
204
$2.93M 0.07%
102,846
+93
205
$2.92M 0.07%
115,357
-8,263
206
$2.86M 0.07%
10,404
+2,961
207
$2.82M 0.07%
30,108
-525
208
$2.81M 0.07%
6,034
209
$2.72M 0.07%
24,418
+346
210
$2.72M 0.07%
23,524
+1,067
211
$2.69M 0.07%
95,097
-3,943
212
$2.68M 0.07%
62,431
-3,221
213
$2.61M 0.07%
11,463
-663
214
$2.6M 0.07%
8,510
+30
215
$2.59M 0.07%
40,920
+120
216
$2.58M 0.07%
11,418
+376
217
$2.57M 0.06%
6,696
+145
218
$2.49M 0.06%
25,852
-40
219
$2.48M 0.06%
15,790
+100
220
$2.48M 0.06%
4,036
-11,503
221
$2.45M 0.06%
21,313
-76
222
$2.39M 0.06%
4,368
-83
223
$2.36M 0.06%
6,332
-1,492
224
$2.34M 0.06%
19,348
-26
225
$2.34M 0.06%
17,431
+2,374
7 8
9
10 11