WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$8.36M
2
+$4.61M
3
+$3.86M
4
GDOT icon
Green Dot
GDOT
+$3.52M
5
LIN icon
Linde
LIN
+$3.49M

Top Sells

1
+$4.27M
2
+$3.49M
3
+$2.81M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.58M

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
526
$67K 0.01%
2,500
527
$67K 0.01%
1,000
528
$67K 0.01%
1,335
+480
529
$66K 0.01%
1,500
530
$64K 0.01%
1,400
531
$64K 0.01%
590
+51
532
$64K 0.01%
1,332
-148
533
$64K 0.01%
2,146
534
$63K 0.01%
951
+3
535
$63K 0.01%
2,894
536
$63K 0.01%
5,920
-2,000
537
$62K 0.01%
1,200
538
$62K 0.01%
450
539
$61K 0.01%
2,833
540
$61K 0.01%
1,027
541
$61K 0.01%
1,878
542
$60K 0.01%
2,026
+4
543
$60K 0.01%
1,272
544
$60K 0.01%
1,600
545
$59K ﹤0.01%
745
-6
546
$59K ﹤0.01%
3,132
-5,717
547
$57K ﹤0.01%
1,729
548
$57K ﹤0.01%
2,782
549
$57K ﹤0.01%
777
550
$57K ﹤0.01%
1,499
+5
20 21
22
23 24