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
1001
$3K ﹤0.01%
+287
1002
$3K ﹤0.01%
+496
1003
$3K ﹤0.01%
204
1004
$3K ﹤0.01%
70
1005
$2K ﹤0.01%
250
-50
1006
$2K ﹤0.01%
+33
1007
$2K ﹤0.01%
+21
1008
$2K ﹤0.01%
+49
1009
$2K ﹤0.01%
+26
1010
$2K ﹤0.01%
75
1011
$2K ﹤0.01%
11
1012
$2K ﹤0.01%
+64
1013
$2K ﹤0.01%
100
1014
$2K ﹤0.01%
29
+3
1015
$2K ﹤0.01%
40
1016
$2K ﹤0.01%
+20
1017
$2K ﹤0.01%
+50
1018
$2K ﹤0.01%
135
1019
$2K ﹤0.01%
+63
1020
$2K ﹤0.01%
110
1021
$2K ﹤0.01%
1,831
1022
$2K ﹤0.01%
200
1023
$1K ﹤0.01%
+48
1024
$1K ﹤0.01%
50
-20
1025
$1K ﹤0.01%
+22
39 40
41
42 43