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
901
$6K ﹤0.01%
+49
902
$6K ﹤0.01%
+224
903
$6K ﹤0.01%
90
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904
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905
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906
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907
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+36
908
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+200
909
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127
910
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250
911
$6K ﹤0.01%
130
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+25
913
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+277
914
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280
915
$6K ﹤0.01%
+819
916
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24
917
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918
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+400
919
$5K ﹤0.01%
165
920
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55
921
$5K ﹤0.01%
2,980
922
$5K ﹤0.01%
+102
923
$5K ﹤0.01%
150
-91
924
$5K ﹤0.01%
+71
925
$5K ﹤0.01%
517
35 36
37
38 39