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
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%
2,183
782
$14K ﹤0.01%
751
-140
783
$14K ﹤0.01%
+204
784
$14K ﹤0.01%
209
785
$14K ﹤0.01%
+194
786
$14K ﹤0.01%
480
787
$14K ﹤0.01%
+148
788
$14K ﹤0.01%
320
789
$14K ﹤0.01%
991
+367
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
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