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
951
$4K ﹤0.01%
+820
952
$4K ﹤0.01%
60
953
$4K ﹤0.01%
+49
954
$4K ﹤0.01%
88
+3
955
$4K ﹤0.01%
80
956
$4K ﹤0.01%
110
957
$4K ﹤0.01%
705
958
$4K ﹤0.01%
392
959
$4K ﹤0.01%
+42
960
$4K ﹤0.01%
61
961
$4K ﹤0.01%
+198
962
$4K ﹤0.01%
37
963
$4K ﹤0.01%
90
+9
964
$4K ﹤0.01%
195
965
$4K ﹤0.01%
160
966
$4K ﹤0.01%
138
967
$4K ﹤0.01%
35
968
$4K ﹤0.01%
250
969
$4K ﹤0.01%
350
970
$4K ﹤0.01%
96
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