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
151
$1.52M 0.13%
13,385
+3
152
$1.52M 0.13%
98,554
+67
153
$1.49M 0.12%
60,395
-8,597
154
$1.42M 0.12%
27,546
-13,360
155
$1.41M 0.12%
14,442
-55
156
$1.4M 0.12%
8,763
157
$1.4M 0.12%
9,351
-10
158
$1.36M 0.11%
47,391
-650
159
$1.35M 0.11%
10,414
+360
160
$1.33M 0.11%
18,174
-19,989
161
$1.32M 0.11%
12,450
+1,593
162
$1.29M 0.11%
15,276
-150
163
$1.28M 0.11%
8,137
+35
164
$1.26M 0.1%
20,419
+388
165
$1.24M 0.1%
57,865
+50,664
166
$1.21M 0.1%
13,574
+5,549
167
$1.2M 0.1%
33,243
-28,809
168
$1.18M 0.1%
19,964
+256
169
$1.15M 0.09%
17,109
+64
170
$1.14M 0.09%
29,010
+620
171
$1.14M 0.09%
17,495
-317
172
$1.13M 0.09%
19,896
-144
173
$1.12M 0.09%
30,544
-989
174
$1.12M 0.09%
5,082
-373
175
$1.11M 0.09%
4,896
-160
5 6
7
8 9