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
551
$57K ﹤0.01%
2,097
-2,436
552
$56K ﹤0.01%
1,373
553
$56K ﹤0.01%
1,000
554
$55K ﹤0.01%
4,784
-1
555
$54K ﹤0.01%
1,930
556
$54K ﹤0.01%
1,700
557
$54K ﹤0.01%
1,015
+3
558
$54K ﹤0.01%
1,235
+163
559
$54K ﹤0.01%
1,017
-125
560
$53K ﹤0.01%
1,000
561
$53K ﹤0.01%
3,322
+822
562
$53K ﹤0.01%
1,050
563
$53K ﹤0.01%
225
564
$52K ﹤0.01%
329
+91
565
$52K ﹤0.01%
+3,753
566
$52K ﹤0.01%
1,130
+765
567
$51K ﹤0.01%
743
568
$50K ﹤0.01%
574
569
$50K ﹤0.01%
462
+7
570
$50K ﹤0.01%
514
+3
571
$50K ﹤0.01%
300
572
$50K ﹤0.01%
+2,502
573
$49K ﹤0.01%
172
574
$49K ﹤0.01%
3,499
575
$49K ﹤0.01%
820
21 22
23
24 25