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
401
$157K 0.01%
2,000
402
$151K 0.01%
1,500
403
$150K 0.01%
4,624
+470
404
$149K 0.01%
1,456
+84
405
$148K 0.01%
5,250
406
$148K 0.01%
4,486
407
$146K 0.01%
4,126
408
$145K 0.01%
4,869
-996
409
$144K 0.01%
1,680
+274
410
$144K 0.01%
3,840
-730
411
$141K 0.01%
972
+132
412
$139K 0.01%
2,700
-1,035
413
$135K 0.01%
8,671
-191
414
$135K 0.01%
1,125
-75
415
$133K 0.01%
5,300
+204
416
$133K 0.01%
12,100
+1,224
417
$130K 0.01%
2,124
+16
418
$125K 0.01%
6,729
+682
419
$121K 0.01%
1,970
+2
420
$121K 0.01%
1,800
421
$121K 0.01%
+2,939
422
$120K 0.01%
2,896
+295
423
$119K 0.01%
2,232
-1,654
424
$119K 0.01%
2,250
+123
425
$119K 0.01%
2,416
+91
15 16
17
18 19