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