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
251
$548K 0.05%
10,130
252
$538K 0.04%
4,980
+57
253
$536K 0.04%
37,640
254
$536K 0.04%
6,020
255
$532K 0.04%
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256
$530K 0.04%
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257
$527K 0.04%
12,067
-3,650
258
$526K 0.04%
4,802
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259
$522K 0.04%
15,250
260
$520K 0.04%
34,256
+30,908
261
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11,345
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262
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12,545
263
$514K 0.04%
3,673
-10
264
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36,710
-91,470
265
$497K 0.04%
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266
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7,386
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270
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6,806
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271
$457K 0.04%
5,371
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272
$455K 0.04%
2,712
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273
$451K 0.04%
5,363
-17
274
$451K 0.04%
19,775
-1,492
275
$448K 0.04%
7,880
+3,024
9 10
11
12 13