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
876
$7K ﹤0.01%
1,034
877
$7K ﹤0.01%
+538
878
$7K ﹤0.01%
+189
879
$7K ﹤0.01%
545
880
$7K ﹤0.01%
30
881
$7K ﹤0.01%
35
882
$7K ﹤0.01%
+353
883
$7K ﹤0.01%
80
884
$7K ﹤0.01%
+250
885
$7K ﹤0.01%
135
886
$7K ﹤0.01%
+182
887
$7K ﹤0.01%
225
888
$7K ﹤0.01%
40
889
$7K ﹤0.01%
605
+336
890
$7K ﹤0.01%
134
-2,993
891
$7K ﹤0.01%
263
892
$7K ﹤0.01%
1,069
893
$6K ﹤0.01%
+58
894
$6K ﹤0.01%
169
+118
895
$6K ﹤0.01%
140
896
$6K ﹤0.01%
+77
897
$6K ﹤0.01%
150
898
$6K ﹤0.01%
200
899
$6K ﹤0.01%
+216
900
$6K ﹤0.01%
275
34 35
36
37 38