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
76
$4.28M 0.35%
14,233
+84
77
$4.24M 0.35%
18,963
+537
78
$3.99M 0.33%
60,927
+5,195
79
$3.98M 0.33%
15,169
+697
80
$3.98M 0.33%
36,993
+4,117
81
$3.97M 0.33%
93,008
+211
82
$3.96M 0.33%
25,060
+570
83
$3.94M 0.33%
61,237
-2,799
84
$3.9M 0.32%
39,775
+3,113
85
$3.89M 0.32%
114,326
+5,199
86
$3.83M 0.32%
77,582
-807
87
$3.78M 0.31%
91,049
-1,768
88
$3.66M 0.3%
17,955
+375
89
$3.65M 0.3%
45,944
+44,544
90
$3.61M 0.3%
39,501
+1,641
91
$3.6M 0.3%
99,218
-30,747
92
$3.56M 0.29%
114,756
+201
93
$3.53M 0.29%
26,951
+385
94
$3.44M 0.28%
+22,070
95
$3.4M 0.28%
44,175
-617
96
$3.36M 0.28%
24,501
-815
97
$3.3M 0.27%
140,628
-9,574
98
$3.28M 0.27%
54,890
-749
99
$3.08M 0.25%
44,950
+1,299
100
$2.99M 0.25%
48,198
+44,527
2 3
4
5 6