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
926
$5K ﹤0.01%
+56
927
$5K ﹤0.01%
+86
928
$5K ﹤0.01%
175
929
$5K ﹤0.01%
111
930
$5K ﹤0.01%
90
931
$5K ﹤0.01%
326
932
$5K ﹤0.01%
+565
933
$5K ﹤0.01%
+266
934
$5K ﹤0.01%
+359
935
$5K ﹤0.01%
95
936
$5K ﹤0.01%
+174
937
$5K ﹤0.01%
328
-176
938
$5K ﹤0.01%
+81
939
$4K ﹤0.01%
137
940
$4K ﹤0.01%
+156
941
$4K ﹤0.01%
+45
942
$4K ﹤0.01%
+820
943
$4K ﹤0.01%
60
944
$4K ﹤0.01%
+49
945
$4K ﹤0.01%
88
+3
946
$4K ﹤0.01%
95
+33
947
$4K ﹤0.01%
300
948
$4K ﹤0.01%
62
-300
949
$4K ﹤0.01%
+138
950
$4K ﹤0.01%
110
36 37
38
39 40