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
1026
$1K ﹤0.01%
74
1027
$1K ﹤0.01%
27
1028
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20
1029
$1K ﹤0.01%
+2
1030
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+61
1031
$1K ﹤0.01%
150
1032
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1033
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1034
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+10
1035
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15
1036
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40
1037
$1K ﹤0.01%
30
1038
$1K ﹤0.01%
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1039
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68
1040
$1K ﹤0.01%
11
1041
$1K ﹤0.01%
+3
1042
$1K ﹤0.01%
+9
1043
$1K ﹤0.01%
+46
1044
$1K ﹤0.01%
135
1045
$1K ﹤0.01%
+42
1046
$1K ﹤0.01%
+4
1047
$0 ﹤0.01%
15
1048
– –
-1,750
1049
– –
-146
1050
– –
-708
40 41
42
43 44