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
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%
590
+51
531
$64K 0.01%
1,332
-148
532
$64K 0.01%
2,146
533
$64K 0.01%
1,400
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
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