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
$1.21B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$4.37M
3
+$3.62M
4
GDOT icon
Green Dot
GDOT
+$3.54M
5
LIN icon
Linde
LIN
+$3.44M

Top Sells

1
+$4.25M
2
+$3.49M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.53M

Sector Composition

1 Technology 12.25%
2 Healthcare 11.26%
3 Financials 11.16%
4 Industrials 7.01%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.05%
15,276
227
$658K 0.05%
6,534
-568
228
$655K 0.05%
6,875
-1,153
229
$654K 0.05%
18,190
+14
230
$650K 0.05%
16,425
-4,800
231
$642K 0.05%
9,659
+813
232
$640K 0.05%
45,435
233
$640K 0.05%
4,565
234
$631K 0.05%
2,545
+253
235
$631K 0.05%
10,490
+3,797
236
$626K 0.05%
6,629
+306
237
$619K 0.05%
3,143
+439
238
$610K 0.05%
25,611
+10,336
239
$609K 0.05%
4,811
+417
240
$598K 0.05%
12,500
+5,600
241
$598K 0.05%
3,265
+329
242
$585K 0.05%
12,825
+8
243
$585K 0.05%
6,176
244
$579K 0.05%
15,685
-8,182
245
$576K 0.05%
16,278
+7,803
246
$575K 0.05%
13,225
+99
247
$573K 0.05%
46,777
+1,140
248
$565K 0.05%
23,841
-44,921
249
$551K 0.05%
17,550
-5,100
250
$549K 0.05%
13,332
+1,338
8 9
10
11 12