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
676
$28K ﹤0.01%
306
677
$28K ﹤0.01%
1,079
678
$28K ﹤0.01%
183
679
$27K ﹤0.01%
543
+253
680
$27K ﹤0.01%
1,260
681
$27K ﹤0.01%
1,800
682
$27K ﹤0.01%
429
+50
683
$26K ﹤0.01%
857
-498
684
$26K ﹤0.01%
+167
685
$26K ﹤0.01%
600
686
$26K ﹤0.01%
400
687
$26K ﹤0.01%
393
688
$26K ﹤0.01%
725
689
$26K ﹤0.01%
549
690
$26K ﹤0.01%
700
691
$25K ﹤0.01%
2,409
+41
692
$25K ﹤0.01%
248
+196
693
$25K ﹤0.01%
+669
694
$25K ﹤0.01%
246
+6
695
$25K ﹤0.01%
1,781
696
$25K ﹤0.01%
1,334
697
$25K ﹤0.01%
155
+45
698
$25K ﹤0.01%
250
699
$25K ﹤0.01%
308
700
$24K ﹤0.01%
304
26 27
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29 30