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
626
$36K ﹤0.01%
1,288
627
$36K ﹤0.01%
620
628
$36K ﹤0.01%
1,600
629
$36K ﹤0.01%
3,600
630
$36K ﹤0.01%
1,000
631
$36K ﹤0.01%
+545
632
$35K ﹤0.01%
308
+3
633
$35K ﹤0.01%
500
634
$35K ﹤0.01%
460
+145
635
$35K ﹤0.01%
1,285
-500
636
$35K ﹤0.01%
1,587
-1,953
637
$35K ﹤0.01%
2,067
638
$35K ﹤0.01%
1,350
639
$34K ﹤0.01%
1,400
640
$34K ﹤0.01%
+909
641
$34K ﹤0.01%
270
+25
642
$33K ﹤0.01%
315
643
$33K ﹤0.01%
3,440
644
$33K ﹤0.01%
575
645
$33K ﹤0.01%
+1,111
646
$33K ﹤0.01%
189
+6
647
$32K ﹤0.01%
738
648
$32K ﹤0.01%
+2,530
649
$32K ﹤0.01%
382
-2,723
650
$32K ﹤0.01%
1,355
24 25
26
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