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
1076
$0 ﹤0.01%
+2
1077
– –
-400
1078
$0 ﹤0.01%
+8
1079
– –
-500
1080
– –
-41,272
1081
– –
-150
1082
– –
-75
1083
$0 ﹤0.01%
+4
1084
$0 ﹤0.01%
+3
1085
$0 ﹤0.01%
+3
1086
– –
-790
1087
– –
-600
1088
$0 ﹤0.01%
3
1089
$0 ﹤0.01%
+7
1090
$0 ﹤0.01%
+5
1091
$0 ﹤0.01%
+4
1092
$0 ﹤0.01%
+3
1093
$0 ﹤0.01%
26
1094
– –
-2,600
1095
– –
-10,871
1096
– –
-3,063
1097
– –
-4,110
1098
– –
-455
1099
– –
-21,741
1100
– –
-875
41 42 43
44
45