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
351
$255K 0.02%
1,581
+81
352
$253K 0.02%
3,304
353
$250K 0.02%
5,520
354
$249K 0.02%
4,680
-400
355
$247K 0.02%
5,147
-7,197
356
$241K 0.02%
16,615
-5,200
357
$240K 0.02%
139
358
$239K 0.02%
7,118
+713
359
$238K 0.02%
2,117
360
$238K 0.02%
6,255
+652
361
$236K 0.02%
4,541
+1,810
362
$236K 0.02%
10,806
-102
363
$230K 0.02%
7,239
-72,190
364
$230K 0.02%
4,500
365
$230K 0.02%
2,247
+3
366
$226K 0.02%
4,066
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367
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368
$222K 0.02%
2,878
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369
$221K 0.02%
7,106
370
$219K 0.02%
3,044
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371
$218K 0.02%
1,161
+378
372
$217K 0.02%
886
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373
$216K 0.02%
2,113
+210
374
$213K 0.02%
5,200
375
$213K 0.02%
4,286
+430
13 14
15
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