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
501
$79K 0.01%
3,000
502
$79K 0.01%
+3,222
503
$78K 0.01%
2,388
-17
504
$78K 0.01%
9,050
505
$77K 0.01%
1,740
506
$77K 0.01%
1,162
507
$77K 0.01%
1,215
508
$76K 0.01%
2,000
509
$76K 0.01%
1,413
510
$76K 0.01%
1,030
511
$75K 0.01%
559
+3
512
$75K 0.01%
1,900
513
$75K 0.01%
1,231
+126
514
$74K 0.01%
1,496
515
$73K 0.01%
1,800
516
$73K 0.01%
+2,958
517
$73K 0.01%
900
518
$73K 0.01%
2,500
-4,100
519
$72K 0.01%
1,043
520
$72K 0.01%
1,800
521
$71K 0.01%
1,500
522
$71K 0.01%
500
523
$69K 0.01%
900
524
$68K 0.01%
236
+66
525
$68K 0.01%
1,000
19 20
21
22 23