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
26
$12.6M 1.04%
81,932
-981
27
$12.3M 1.02%
284,190
+6,566
28
$11.9M 0.99%
254,611
-3,404
29
$11.7M 0.97%
84,714
+175
30
$11.5M 0.95%
158,831
-2,462
31
$11.1M 0.92%
62,728
-1,277
32
$10.7M 0.88%
35
-5
33
$10.6M 0.87%
114,958
+1,126
34
$10.1M 0.83%
43,751
+4
35
$9.37M 0.77%
126,374
+2,809
36
$8.85M 0.73%
194,286
+95,963
37
$8.75M 0.72%
94,867
-2,201
38
$8.17M 0.67%
214,427
-15,096
39
$8.08M 0.67%
173,801
+5,205
40
$8.01M 0.66%
60,620
-1,147
41
$7.87M 0.65%
150,700
-1,520
42
$7.74M 0.64%
484,692
+478,599
43
$7.72M 0.64%
184,075
-24,578
44
$7.46M 0.62%
54,022
-1,975
45
$7.43M 0.61%
190,135
-15,748
46
$7.34M 0.61%
183,377
+2,966
47
$7.31M 0.6%
55,354
+321
48
$7.11M 0.59%
126,393
+2,982
49
$6.93M 0.57%
29,698
-857
50
$6.8M 0.56%
98,083
+27,867
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