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
201
$813K 0.07%
17,784
+468
202
$805K 0.07%
5,249
-273
203
$794K 0.07%
6,790
+872
204
$772K 0.06%
25,639
-5,506
205
$759K 0.06%
7,904
-434
206
$756K 0.06%
7,173
207
$748K 0.06%
20,879
-110
208
$748K 0.06%
8,130
-40
209
$743K 0.06%
2,838
+175
210
$743K 0.06%
12,955
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211
$733K 0.06%
51,756
+41,592
212
$726K 0.06%
9,854
+73
213
$719K 0.06%
10,066
-275
214
$718K 0.06%
24,200
215
$717K 0.06%
6,150
216
$713K 0.06%
11,082
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217
$709K 0.06%
13,587
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218
$703K 0.06%
9,481
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219
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16,927
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220
$688K 0.06%
5,918
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221
$683K 0.06%
29,654
-2,086
222
$679K 0.06%
5,259
+69
223
$671K 0.06%
5,540
+2,150
224
$668K 0.06%
13,913
-95
225
$666K 0.06%
10,691
-1
7 8
9
10 11