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
101
$2.98M 0.25%
21,009
-544
102
$2.85M 0.24%
20,585
+2,707
103
$2.82M 0.23%
37,564
+902
104
$2.76M 0.23%
16,533
+402
105
$2.71M 0.22%
18,409
106
$2.57M 0.21%
49,772
+214
107
$2.57M 0.21%
144,801
-158
108
$2.54M 0.21%
+50,137
109
$2.5M 0.21%
24,767
-42,146
110
$2.39M 0.2%
34,608
-540
111
$2.37M 0.2%
12,150
+143
112
$2.34M 0.19%
29,755
+19,242
113
$2.34M 0.19%
17,818
-114
114
$2.33M 0.19%
50,832
+555
115
$2.32M 0.19%
19,395
-693
116
$2.27M 0.19%
31,709
+4,607
117
$2.27M 0.19%
15,828
+302
118
$2.15M 0.18%
28,874
+14,556
119
$2.14M 0.18%
16,914
-456
120
$2.13M 0.18%
20,762
-1,067
121
$2.13M 0.18%
15,911
-893
122
$2.11M 0.17%
32,848
-1,434
123
$2.08M 0.17%
11,023
+125
124
$2.08M 0.17%
18,645
125
$2.06M 0.17%
44,058
+525
3 4
5
6 7