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
126
$2.04M 0.17%
27,290
+862
127
$2.03M 0.17%
90,792
-45,218
128
$2.01M 0.17%
79,040
+790
129
$1.99M 0.16%
30,224
-6,280
130
$1.98M 0.16%
33,231
+572
131
$1.98M 0.16%
48,792
+2,671
132
$1.97M 0.16%
25,275
-4,520
133
$1.97M 0.16%
79,937
+316
134
$1.96M 0.16%
24,001
+700
135
$1.88M 0.16%
19,016
+12,648
136
$1.83M 0.15%
90,196
+3,172
137
$1.81M 0.15%
542,200
+3,720
138
$1.8M 0.15%
23,608
+2,275
139
$1.8M 0.15%
16,281
-1,488
140
$1.8M 0.15%
30,818
+43
141
$1.77M 0.15%
211,959
-23,853
142
$1.76M 0.15%
33,541
+13,103
143
$1.74M 0.14%
33,201
-225
144
$1.63M 0.13%
17,928
-1,305
145
$1.61M 0.13%
12,309
-972
146
$1.57M 0.13%
20,138
147
$1.56M 0.13%
107,719
+22,112
148
$1.53M 0.13%
32,946
+1,294
149
$1.53M 0.13%
36,000
150
$1.53M 0.13%
11,621
+1,224
4 5
6
7 8