WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.09%
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
1026
$1K ﹤0.01%
+4
1027
$1K ﹤0.01%
+48
1028
$1K ﹤0.01%
50
-20
1029
$1K ﹤0.01%
+22
1030
$1K ﹤0.01%
74
1031
$1K ﹤0.01%
27
1032
$1K ﹤0.01%
20
1033
$1K ﹤0.01%
+2
1034
$1K ﹤0.01%
+61
1035
$1K ﹤0.01%
150
1036
$1K ﹤0.01%
44
1037
$1K ﹤0.01%
109
1038
$1K ﹤0.01%
+10
1039
$1K ﹤0.01%
15
1040
$1K ﹤0.01%
40
1041
$1K ﹤0.01%
30
1042
$1K ﹤0.01%
100
1043
$1K ﹤0.01%
68
1044
$1K ﹤0.01%
11
1045
$1K ﹤0.01%
+3
1046
$1K ﹤0.01%
+9
1047
– –
-10,871
1048
– –
-1,750
1049
– –
-790
1050
– –
-875
40 41
42
43 44