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
476
$91K 0.01%
680
477
$91K 0.01%
3,319
-23,277
478
$90K 0.01%
2,277
+408
479
$90K 0.01%
1,603
+3
480
$90K 0.01%
2,900
481
$89K 0.01%
7,000
482
$88K 0.01%
2,088
483
$88K 0.01%
1,050
-100
484
$88K 0.01%
1,514
485
$87K 0.01%
3,544
-2,150
486
$86K 0.01%
1,000
487
$85K 0.01%
810
+498
488
$85K 0.01%
3,769
-13
489
$85K 0.01%
1,333
490
$85K 0.01%
1,647
491
$85K 0.01%
1,961
+161
492
$84K 0.01%
6,436
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493
$84K 0.01%
1,637
494
$84K 0.01%
1,003
+3
495
$84K 0.01%
12,655
+1,285
496
$84K 0.01%
1,660
+145
497
$82K 0.01%
2,501
+3
498
$81K 0.01%
634
+4
499
$81K 0.01%
600
500
$80K 0.01%
+1,115
18 19
20
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