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