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
601
$43K ﹤0.01%
2,169
602
$43K ﹤0.01%
744
603
$43K ﹤0.01%
600
604
$42K ﹤0.01%
455
+3
605
$42K ﹤0.01%
445
-1,689
606
$41K ﹤0.01%
5,000
607
$41K ﹤0.01%
357
608
$41K ﹤0.01%
1,585
-3,461
609
$41K ﹤0.01%
1,204
+204
610
$41K ﹤0.01%
600
611
$40K ﹤0.01%
572
612
$40K ﹤0.01%
1,821
613
$39K ﹤0.01%
1,000
-1,222
614
$39K ﹤0.01%
2,050
615
$39K ﹤0.01%
765
616
$38K ﹤0.01%
622
+122
617
$38K ﹤0.01%
815
-7,385
618
$38K ﹤0.01%
675
+145
619
$38K ﹤0.01%
832
+32
620
$37K ﹤0.01%
+1,584
621
$37K ﹤0.01%
1,688
622
$37K ﹤0.01%
500
623
$36K ﹤0.01%
+545
624
$36K ﹤0.01%
1,000
625
$36K ﹤0.01%
3,600
23 24
25
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