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
451
$103K 0.01%
3,642
+44
452
$102K 0.01%
26,120
-1,040
453
$102K 0.01%
+2,720
454
$100K 0.01%
6,450
455
$100K 0.01%
1,236
+171
456
$100K 0.01%
6,115
-2,459
457
$100K 0.01%
2,370
+155
458
$100K 0.01%
935
459
$99K 0.01%
3,200
460
$99K 0.01%
1,872
+28
461
$99K 0.01%
7,471
+808
462
$99K 0.01%
2,340
463
$99K 0.01%
870
464
$98K 0.01%
3,670
+600
465
$97K 0.01%
1,304
466
$96K 0.01%
3,438
+28
467
$96K 0.01%
920
468
$96K 0.01%
1,836
+582
469
$95K 0.01%
3,950
470
$95K 0.01%
1,136
471
$93K 0.01%
2,327
+3
472
$93K 0.01%
2,359
+302
473
$93K 0.01%
7,370
+5,370
474
$92K 0.01%
1,400
475
$92K 0.01%
2,399
17 18
19
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