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
1051
$0 ﹤0.01%
+4
1052
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1053
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8
-53
1054
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-1,000
1055
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1056
– –
-47,017
1057
$0 ﹤0.01%
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1058
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3
1059
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1060
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1061
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1062
$0 ﹤0.01%
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1063
$0 ﹤0.01%
26
1064
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-2,600
1065
– –
-10,871
1066
– –
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1067
– –
-4,110
1068
– –
-455
1069
– –
-21,741
1070
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-875
1071
$0 ﹤0.01%
18
1072
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-150
1073
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-6
1074
– –
-23,015
1075
– –
-2,100
41 42
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44 45