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
576
$48K ﹤0.01%
3,257
+257
577
$48K ﹤0.01%
567
+67
578
$47K ﹤0.01%
555
579
$47K ﹤0.01%
617
+1
580
$47K ﹤0.01%
827
-1,483
581
$47K ﹤0.01%
+1,725
582
$47K ﹤0.01%
285
583
$47K ﹤0.01%
1,000
584
$47K ﹤0.01%
419
+135
585
$47K ﹤0.01%
4,281
586
$46K ﹤0.01%
1,971
-400
587
$46K ﹤0.01%
4,666
+44
588
$46K ﹤0.01%
563
+498
589
$46K ﹤0.01%
2,500
590
$46K ﹤0.01%
4,000
591
$46K ﹤0.01%
1,450
592
$45K ﹤0.01%
1,450
593
$45K ﹤0.01%
2,361
594
$45K ﹤0.01%
1,402
+168
595
$44K ﹤0.01%
406
596
$44K ﹤0.01%
736
+520
597
$44K ﹤0.01%
1,099
-700
598
$44K ﹤0.01%
233
599
$44K ﹤0.01%
2,452
+346
600
$43K ﹤0.01%
45
22 23
24
25 26