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
51
$6.59M 0.54%
26,459
+1,356
52
$6.58M 0.54%
39,144
+79
53
$6.48M 0.54%
124,616
-14,816
54
$6.43M 0.53%
298,370
-8,037
55
$6.1M 0.5%
136,255
+2,759
56
$6.09M 0.5%
128,608
-1,542
57
$6.04M 0.5%
102,858
-412
58
$6.03M 0.5%
96,440
-13,642
59
$5.79M 0.48%
33,688
+1,852
60
$5.37M 0.44%
49,743
-142
61
$5.24M 0.43%
57,707
+714
62
$5.19M 0.43%
34,694
+147
63
$5.11M 0.42%
113,262
+664
64
$4.77M 0.39%
43,876
+136
65
$4.73M 0.39%
12,046
-135
66
$4.69M 0.39%
70,259
+4,955
67
$4.62M 0.38%
48,486
-1,614
68
$4.58M 0.38%
51,181
69
$4.54M 0.38%
40,924
+411
70
$4.46M 0.37%
48,277
+624
71
$4.39M 0.36%
52,988
-6,450
72
$4.38M 0.36%
33,435
+3,738
73
$4.32M 0.36%
64,498
-1,975
74
$4.32M 0.36%
83,003
+3,564
75
$4.3M 0.35%
33,807
-138
1 2
3
4 5