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
976
$3K ﹤0.01%
39
977
$3K ﹤0.01%
294
978
$3K ﹤0.01%
35
-17
979
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+65
980
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100
981
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24
982
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+263
983
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+274
984
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68
985
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+38
986
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+32
987
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988
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3
989
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+380
990
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110
+4
991
$3K ﹤0.01%
53
992
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200
993
$3K ﹤0.01%
70
994
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47
995
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85
996
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20
997
$3K ﹤0.01%
+77
998
$3K ﹤0.01%
+261
999
$3K ﹤0.01%
+130
1000
$3K ﹤0.01%
+287
38 39
40
41 42