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
726
$20K ﹤0.01%
195
727
$20K ﹤0.01%
35
728
$20K ﹤0.01%
2,200
729
$20K ﹤0.01%
135
730
$20K ﹤0.01%
700
-14
731
$20K ﹤0.01%
133
732
$20K ﹤0.01%
1,320
733
$20K ﹤0.01%
705
734
$19K ﹤0.01%
869
-12,821
735
$19K ﹤0.01%
562
+477
736
$19K ﹤0.01%
+595
737
$19K ﹤0.01%
1,175
738
$19K ﹤0.01%
2,200
739
$19K ﹤0.01%
118
740
$19K ﹤0.01%
228
+3
741
$19K ﹤0.01%
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742
$19K ﹤0.01%
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743
$18K ﹤0.01%
375
744
$18K ﹤0.01%
1,122
-4,283
745
$18K ﹤0.01%
116
746
$18K ﹤0.01%
500
747
$18K ﹤0.01%
540
748
$18K ﹤0.01%
1,000
749
$18K ﹤0.01%
1,070
750
$18K ﹤0.01%
400
28 29
30
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