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
276
$444K 0.04%
7,259
+35
277
$437K 0.04%
4,086
+500
278
$437K 0.04%
2,110
+211
279
$424K 0.04%
5,220
280
$423K 0.03%
35,400
+3,432
281
$418K 0.03%
9,990
+869
282
$416K 0.03%
41,808
-4,236
283
$416K 0.03%
8,364
-214
284
$407K 0.03%
4,930
285
$407K 0.03%
13,700
286
$404K 0.03%
3,082
+308
287
$402K 0.03%
8,544
-13
288
$402K 0.03%
6,427
-195
289
$398K 0.03%
16,200
-1,000
290
$392K 0.03%
20,352
-12,583
291
$392K 0.03%
6,925
+205
292
$391K 0.03%
2,652
+213
293
$388K 0.03%
4,020
+320
294
$387K 0.03%
4,500
-200
295
$387K 0.03%
8,413
+6
296
$386K 0.03%
7,944
297
$385K 0.03%
11,259
+3,335
298
$385K 0.03%
4,597
+3,225
299
$384K 0.03%
4,447
300
$378K 0.03%
7,030
+324
10 11
12
13 14