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
826
$11K ﹤0.01%
+188
827
$11K ﹤0.01%
300
828
$11K ﹤0.01%
189
829
$11K ﹤0.01%
219
830
$11K ﹤0.01%
802
+72
831
$11K ﹤0.01%
799
832
$11K ﹤0.01%
840
+574
833
$11K ﹤0.01%
540
834
$11K ﹤0.01%
+187
835
$11K ﹤0.01%
+158
836
$11K ﹤0.01%
500
837
$10K ﹤0.01%
150
-300
838
$10K ﹤0.01%
+197
839
$10K ﹤0.01%
700
-250
840
$10K ﹤0.01%
325
841
$10K ﹤0.01%
+322
842
$10K ﹤0.01%
+528
843
$10K ﹤0.01%
503
+203
844
$10K ﹤0.01%
100
845
$10K ﹤0.01%
162
+128
846
$10K ﹤0.01%
+468
847
$10K ﹤0.01%
+340
848
$10K ﹤0.01%
890
849
$10K ﹤0.01%
360
850
$10K ﹤0.01%
+652
32 33
34
35 36