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
751
$18K ﹤0.01%
600
752
$18K ﹤0.01%
1,438
753
$18K ﹤0.01%
+598
754
$18K ﹤0.01%
1,039
+939
755
$17K ﹤0.01%
445
756
$17K ﹤0.01%
1,332
757
$17K ﹤0.01%
+500
758
$17K ﹤0.01%
528
759
$17K ﹤0.01%
350
760
$17K ﹤0.01%
585
761
$17K ﹤0.01%
1,204
+126
762
$17K ﹤0.01%
730
+190
763
$17K ﹤0.01%
95
764
$16K ﹤0.01%
+70
765
$16K ﹤0.01%
148
+10
766
$16K ﹤0.01%
+573
767
$16K ﹤0.01%
652
-3,306
768
$16K ﹤0.01%
924
+34
769
$16K ﹤0.01%
+177
770
$15K ﹤0.01%
283
+3
771
$15K ﹤0.01%
338
-197
772
$15K ﹤0.01%
354
773
$15K ﹤0.01%
741
+291
774
$15K ﹤0.01%
366
775
$15K ﹤0.01%
+256
29 30
31
32 33