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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
1076
$0 ﹤0.01%
+3
1077
$0 ﹤0.01%
+3
1078
– –
-600
1079
$0 ﹤0.01%
3
1080
$0 ﹤0.01%
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1081
$0 ﹤0.01%
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1082
$0 ﹤0.01%
+4
1083
$0 ﹤0.01%
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1084
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26
1085
– –
-2,600
1086
– –
-10,871
1087
– –
-3,063
1088
– –
-4,110
1089
– –
-455
1090
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-21,741
1091
$0 ﹤0.01%
18
1092
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1093
$0 ﹤0.01%
80
1094
$0 ﹤0.01%
11
+1
1095
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1096
$0 ﹤0.01%
881
-165
1097
$0 ﹤0.01%
57
1098
– –
-152
1099
– –
-6,209
1100
– –
-1,750
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