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
951
$4K ﹤0.01%
705
952
$4K ﹤0.01%
392
953
$4K ﹤0.01%
61
954
$4K ﹤0.01%
+198
955
$4K ﹤0.01%
90
+9
956
$4K ﹤0.01%
195
957
$4K ﹤0.01%
160
958
$4K ﹤0.01%
+80
959
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139
-29
960
$4K ﹤0.01%
+60
961
$4K ﹤0.01%
169
+18
962
$4K ﹤0.01%
138
963
$4K ﹤0.01%
35
964
$4K ﹤0.01%
250
965
$4K ﹤0.01%
350
966
$4K ﹤0.01%
96
967
$4K ﹤0.01%
220
968
$4K ﹤0.01%
80
969
$4K ﹤0.01%
+42
970
$4K ﹤0.01%
37
971
$3K ﹤0.01%
+53
972
$3K ﹤0.01%
176
+162
973
$3K ﹤0.01%
76
974
$3K ﹤0.01%
+40
975
$3K ﹤0.01%
+3
37 38
39
40 41