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
851
$9K ﹤0.01%
150
852
$9K ﹤0.01%
149
853
$9K ﹤0.01%
+139
854
$9K ﹤0.01%
300
855
$9K ﹤0.01%
569
856
$9K ﹤0.01%
+273
857
$9K ﹤0.01%
434
+274
858
$9K ﹤0.01%
146
+26
859
$9K ﹤0.01%
257
+225
860
$8K ﹤0.01%
1,160
861
$8K ﹤0.01%
+88
862
$8K ﹤0.01%
150
863
$8K ﹤0.01%
105
864
$8K ﹤0.01%
554
865
$8K ﹤0.01%
+84
866
$8K ﹤0.01%
+257
867
$8K ﹤0.01%
113
868
$8K ﹤0.01%
115
869
$8K ﹤0.01%
+570
870
$8K ﹤0.01%
+282
871
$8K ﹤0.01%
+285
872
$8K ﹤0.01%
+102
873
$7K ﹤0.01%
+200
874
$7K ﹤0.01%
+122
875
$7K ﹤0.01%
164
33 34
35
36 37