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
376
$207K 0.02%
2,050
377
$206K 0.02%
28,530
+1,045
378
$206K 0.02%
3,929
-50
379
$204K 0.02%
3,103
-11,321
380
$203K 0.02%
+2,185
381
$201K 0.02%
2,514
+117
382
$201K 0.02%
3,182
-28
383
$200K 0.02%
+9,741
384
$199K 0.02%
3,268
+329
385
$189K 0.02%
17,725
+1,778
386
$186K 0.02%
2,533
+47
387
$184K 0.02%
2,244
+229
388
$183K 0.02%
7,050
-5,449
389
$183K 0.02%
12,025
390
$177K 0.01%
1,375
+175
391
$174K 0.01%
6,585
-34
392
$172K 0.01%
2,558
+2,339
393
$168K 0.01%
577
+9
394
$167K 0.01%
8,193
+800
395
$166K 0.01%
1,676
+30
396
$164K 0.01%
+1,819
397
$164K 0.01%
8,119
+7,946
398
$164K 0.01%
2,642
+142
399
$163K 0.01%
938
+3
400
$159K 0.01%
3,418
14 15
16
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