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
976
$3K ﹤0.01%
39
977
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294
978
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35
-17
979
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981
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982
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+263
983
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984
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985
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986
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3
989
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990
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+380
991
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110
+4
992
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993
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995
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47
996
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85
997
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20
998
$3K ﹤0.01%
+77
999
$3K ﹤0.01%
+261
1000
$3K ﹤0.01%
+130
38 39
40
41 42