WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$8.36M
2
+$4.61M
3
+$3.86M
4
GDOT icon
Green Dot
GDOT
+$3.52M
5
LIN icon
Linde
LIN
+$3.49M

Top Sells

1
+$4.27M
2
+$3.49M
3
+$2.81M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.58M

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
776
$15K ﹤0.01%
+81
777
$15K ﹤0.01%
365
778
$15K ﹤0.01%
+114
779
$15K ﹤0.01%
284
780
$15K ﹤0.01%
703
-12
781
$14K ﹤0.01%
+204
782
$14K ﹤0.01%
209
783
$14K ﹤0.01%
+194
784
$14K ﹤0.01%
480
785
$14K ﹤0.01%
+148
786
$14K ﹤0.01%
320
787
$14K ﹤0.01%
991
+367
788
$14K ﹤0.01%
2,183
789
$14K ﹤0.01%
751
-140
790
$13K ﹤0.01%
1,100
-1,200
791
$13K ﹤0.01%
710
-355
792
$13K ﹤0.01%
+467
793
$13K ﹤0.01%
500
794
$13K ﹤0.01%
716
795
$13K ﹤0.01%
+1,289
796
$13K ﹤0.01%
+355
797
$13K ﹤0.01%
456
798
$13K ﹤0.01%
319
799
$12K ﹤0.01%
150
800
$12K ﹤0.01%
126
+45
30 31
32
33 34