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
176
$1.09M 0.09%
6,813
+38
177
$1.09M 0.09%
18,499
-560
178
$1.09M 0.09%
27,011
+1,012
179
$1.08M 0.09%
7,640
+633
180
$1.05M 0.09%
11,388
-534
181
$1.02M 0.08%
8,864
+619
182
$1.01M 0.08%
8,684
+529
183
$1M 0.08%
5,278
+2,683
184
$1M 0.08%
33,288
185
$993K 0.08%
9,103
-6,246
186
$965K 0.08%
20,049
-7,375
187
$965K 0.08%
43,515
+2,250
188
$957K 0.08%
22,241
-1,154
189
$948K 0.08%
24,350
-450
190
$942K 0.08%
10,208
+6
191
$940K 0.08%
10,525
192
$933K 0.08%
75,721
193
$896K 0.07%
12,906
-805
194
$890K 0.07%
705
-6
195
$879K 0.07%
6,888
+2,562
196
$846K 0.07%
19,460
+944
197
$821K 0.07%
12,413
+1,252
198
$817K 0.07%
4,625
199
$816K 0.07%
8,176
+31
200
$815K 0.07%
79,006
+55,323
6 7
8
9 10