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
651
$32K ﹤0.01%
+2,530
652
$32K ﹤0.01%
738
653
$31K ﹤0.01%
540
654
$31K ﹤0.01%
1,248
655
$31K ﹤0.01%
1,650
656
$31K ﹤0.01%
1,184
657
$31K ﹤0.01%
316
+287
658
$31K ﹤0.01%
1,025
-2,665
659
$31K ﹤0.01%
1,426
660
$30K ﹤0.01%
1,640
-400
661
$30K ﹤0.01%
1,332
-3,911
662
$30K ﹤0.01%
500
663
$30K ﹤0.01%
+2,090
664
$30K ﹤0.01%
940
+4
665
$30K ﹤0.01%
800
666
$30K ﹤0.01%
980
667
$30K ﹤0.01%
400
668
$29K ﹤0.01%
472
669
$29K ﹤0.01%
454
+39
670
$29K ﹤0.01%
1,000
671
$29K ﹤0.01%
5,076
+2,766
672
$29K ﹤0.01%
180
673
$28K ﹤0.01%
183
674
$28K ﹤0.01%
1,079
675
$28K ﹤0.01%
306
25 26
27
28 29