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
926
$5K ﹤0.01%
+174
927
$5K ﹤0.01%
328
-176
928
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326
929
$5K ﹤0.01%
+565
930
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+266
931
$5K ﹤0.01%
+359
932
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95
933
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+81
934
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+56
935
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+86
936
$5K ﹤0.01%
174
937
$5K ﹤0.01%
111
938
$5K ﹤0.01%
90
939
$4K ﹤0.01%
137
940
$4K ﹤0.01%
+156
941
$4K ﹤0.01%
+45
942
$4K ﹤0.01%
95
+33
943
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300
944
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62
-300
945
$4K ﹤0.01%
+138
946
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+80
947
$4K ﹤0.01%
139
-29
948
$4K ﹤0.01%
+60
949
$4K ﹤0.01%
169
+18
950
$4K ﹤0.01%
220
36 37
38
39 40