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
426
$118K 0.01%
1,178
+78
427
$118K 0.01%
1,145
+118
428
$117K 0.01%
3,050
-289
429
$116K 0.01%
6,050
430
$115K 0.01%
1,200
431
$114K 0.01%
4,725
432
$114K 0.01%
911
+436
433
$114K 0.01%
3,125
-106
434
$113K 0.01%
2,643
+375
435
$112K 0.01%
4,875
436
$111K 0.01%
2,570
+56
437
$111K 0.01%
1,235
-2,512
438
$111K 0.01%
988
-596
439
$110K 0.01%
697
+47
440
$109K 0.01%
2,550
441
$109K 0.01%
409
442
$108K 0.01%
1,200
443
$108K 0.01%
930
+330
444
$108K 0.01%
2,700
445
$107K 0.01%
1,234
+450
446
$107K 0.01%
2,900
447
$106K 0.01%
504
448
$106K 0.01%
2,690
449
$106K 0.01%
2,452
+302
450
$105K 0.01%
2,250
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