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
826
$11K ﹤0.01%
+187
827
$11K ﹤0.01%
600
828
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+188
829
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+158
830
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300
831
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189
832
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500
833
$11K ﹤0.01%
219
834
$11K ﹤0.01%
802
+72
835
$11K ﹤0.01%
799
836
$11K ﹤0.01%
840
+574
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