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
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.76M
3
+$3.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Top Sells

1
+$2.08M
2
+$2M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.18M
5
MCK icon
McKesson
MCK
+$960K

Sector Composition

1 Technology 12.97%
2 Financials 11.26%
3 Healthcare 10.21%
4 Industrials 7.41%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$697K 0.05%
6,323
-77
227
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6,368
+1,070
228
$693K 0.05%
6,278
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229
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230
$685K 0.05%
6,150
231
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10,271
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232
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39,872
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233
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234
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235
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236
$639K 0.05%
8,170
-100
237
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238
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239
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4,714
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240
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3,683
241
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242
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243
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244
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245
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246
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36,149
247
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10,200
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248
$578K 0.05%
2,001
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249
$577K 0.05%
24,319
-3,813
250
$576K 0.05%
7,951
+2,472
8 9
10
11 12