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
601
$43K ﹤0.01%
744
602
$43K ﹤0.01%
2,169
603
$43K ﹤0.01%
45
604
$42K ﹤0.01%
445
-1,689
605
$42K ﹤0.01%
455
+3
606
$41K ﹤0.01%
600
607
$41K ﹤0.01%
1,204
+204
608
$41K ﹤0.01%
1,585
-3,461
609
$41K ﹤0.01%
357
610
$41K ﹤0.01%
5,000
611
$40K ﹤0.01%
1,821
612
$40K ﹤0.01%
572
613
$39K ﹤0.01%
765
614
$39K ﹤0.01%
2,050
615
$39K ﹤0.01%
1,000
-1,222
616
$38K ﹤0.01%
832
+32
617
$38K ﹤0.01%
675
+145
618
$38K ﹤0.01%
815
-7,385
619
$38K ﹤0.01%
622
+122
620
$37K ﹤0.01%
500
621
$37K ﹤0.01%
1,688
622
$37K ﹤0.01%
+1,584
623
$36K ﹤0.01%
880
624
$36K ﹤0.01%
2,148
625
$36K ﹤0.01%
705
+231
23 24
25
26 27