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
801
$12K ﹤0.01%
+146
802
$12K ﹤0.01%
1,544
-787
803
$12K ﹤0.01%
455
804
$12K ﹤0.01%
+561
805
$12K ﹤0.01%
+270
806
$12K ﹤0.01%
99
+45
807
$12K ﹤0.01%
+351
808
$12K ﹤0.01%
600
809
$12K ﹤0.01%
222
810
$12K ﹤0.01%
300
811
$12K ﹤0.01%
421
-2,125
812
$12K ﹤0.01%
500
813
$12K ﹤0.01%
484
-819
814
$11K ﹤0.01%
165
+97
815
$11K ﹤0.01%
175
816
$11K ﹤0.01%
10,000
817
$11K ﹤0.01%
+175
818
$11K ﹤0.01%
+440
819
$11K ﹤0.01%
540
820
$11K ﹤0.01%
200
821
$11K ﹤0.01%
50
822
$11K ﹤0.01%
203
+3
823
$11K ﹤0.01%
+30
824
$11K ﹤0.01%
1,197
825
$11K ﹤0.01%
63
-1,025
31 32
33
34 35