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
701
$24K ﹤0.01%
408
+6
702
$24K ﹤0.01%
400
703
$24K ﹤0.01%
407
+276
704
$24K ﹤0.01%
500
705
$24K ﹤0.01%
832
+15
706
$24K ﹤0.01%
491
+66
707
$24K ﹤0.01%
1,020
708
$23K ﹤0.01%
+505
709
$23K ﹤0.01%
768
710
$23K ﹤0.01%
+4,000
711
$22K ﹤0.01%
142
712
$22K ﹤0.01%
726
+26
713
$22K ﹤0.01%
1,855
714
$22K ﹤0.01%
1,000
-2,500
715
$22K ﹤0.01%
676
716
$22K ﹤0.01%
+447
717
$22K ﹤0.01%
740
718
$21K ﹤0.01%
990
719
$21K ﹤0.01%
884
+9
720
$21K ﹤0.01%
198
721
$21K ﹤0.01%
973
722
$20K ﹤0.01%
760
723
$20K ﹤0.01%
+1,000
724
$20K ﹤0.01%
165
725
$20K ﹤0.01%
+441
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