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
901
$6K ﹤0.01%
169
+118
902
$6K ﹤0.01%
118
903
$6K ﹤0.01%
100
904
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255
905
$6K ﹤0.01%
+36
906
$6K ﹤0.01%
+200
907
$6K ﹤0.01%
127
908
$6K ﹤0.01%
250
909
$6K ﹤0.01%
130
910
$6K ﹤0.01%
+25
911
$6K ﹤0.01%
+277
912
$6K ﹤0.01%
247
913
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280
914
$6K ﹤0.01%
+819
915
$6K ﹤0.01%
24
916
$6K ﹤0.01%
+400
917
$6K ﹤0.01%
+224
918
$6K ﹤0.01%
+58
919
$5K ﹤0.01%
165
920
$5K ﹤0.01%
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