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
876
$7K ﹤0.01%
+189
877
$7K ﹤0.01%
30
878
$7K ﹤0.01%
35
879
$7K ﹤0.01%
+353
880
$7K ﹤0.01%
+200
881
$7K ﹤0.01%
80
882
$7K ﹤0.01%
+250
883
$7K ﹤0.01%
135
884
$7K ﹤0.01%
+182
885
$7K ﹤0.01%
225
886
$7K ﹤0.01%
605
+336
887
$7K ﹤0.01%
134
-2,993
888
$7K ﹤0.01%
263
889
$7K ﹤0.01%
1,069
890
$7K ﹤0.01%
+122
891
$7K ﹤0.01%
545
892
$7K ﹤0.01%
40
893
$6K ﹤0.01%
140
894
$6K ﹤0.01%
+77
895
$6K ﹤0.01%
150
896
$6K ﹤0.01%
200
897
$6K ﹤0.01%
+216
898
$6K ﹤0.01%
275
899
$6K ﹤0.01%
+49
900
$6K ﹤0.01%
90
-200
34 35
36
37 38