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
326
$305K 0.03%
3,559
+1,116
327
$303K 0.03%
2,099
+213
328
$294K 0.02%
8,125
329
$293K 0.02%
2,134
+1,360
330
$288K 0.02%
2,524
+230
331
$287K 0.02%
23,169
+7,000
332
$283K 0.02%
1,000
333
$283K 0.02%
6,761
-138
334
$281K 0.02%
5,800
335
$280K 0.02%
28,960
336
$278K 0.02%
6,580
337
$277K 0.02%
6,314
+472
338
$276K 0.02%
20,180
339
$275K 0.02%
5,760
340
$272K 0.02%
1,836
341
$271K 0.02%
5,175
+275
342
$270K 0.02%
1,859
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343
$268K 0.02%
4,955
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344
$267K 0.02%
7,021
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345
$267K 0.02%
3,331
+298
346
$267K 0.02%
6,197
-95
347
$265K 0.02%
+5,000
348
$263K 0.02%
10,073
349
$260K 0.02%
5,409
350
$258K 0.02%
7,698
+183
12 13
14
15 16