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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
1026
$1K ﹤0.01%
74
1027
$1K ﹤0.01%
27
1028
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40
1029
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30
1030
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1031
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1032
$1K ﹤0.01%
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1033
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1036
$1K ﹤0.01%
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1037
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1038
$1K ﹤0.01%
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1039
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1040
$1K ﹤0.01%
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1041
$1K ﹤0.01%
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1042
$1K ﹤0.01%
150
1043
$1K ﹤0.01%
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1044
$1K ﹤0.01%
109
1045
$1K ﹤0.01%
+10
1046
$1K ﹤0.01%
15
1047
$0 ﹤0.01%
15
1048
– –
-146
1049
– –
-708
1050
$0 ﹤0.01%
+4
40 41
42
43 44