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
301
$370K 0.03%
21,344
-549
302
$370K 0.03%
4,592
+92
303
$366K 0.03%
12,295
304
$364K 0.03%
3,262
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305
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2,988
306
$360K 0.03%
6,443
+1,884
307
$357K 0.03%
9,983
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308
$353K 0.03%
4,218
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309
$351K 0.03%
4,640
+1,445
310
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27,227
+3,100
311
$345K 0.03%
1,220
312
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5,119
+1,404
313
$340K 0.03%
6,749
+179
314
$336K 0.03%
12,805
-5,987
315
$332K 0.03%
3,299
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316
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3,330
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318
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8,234
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319
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2,382
320
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938
321
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2,960
322
$317K 0.03%
9,182
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323
$315K 0.03%
3,640
+1,465
324
$312K 0.03%
11,151
+4,112
325
$308K 0.03%
5,975
-950
11 12
13
14 15