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
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.5M
3
+$2.06M
4
EOG icon
EOG Resources
EOG
+$2.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Top Sells

1
+$3.33M
2
+$2.09M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.59M
5
BA icon
Boeing
BA
+$1.52M

Sector Composition

1 Technology 14.84%
2 Financials 10.37%
3 Healthcare 9.19%
4 Consumer Discretionary 6.96%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$911K 0.06%
4,942
+1,089
227
$897K 0.06%
9,417
-57
228
$882K 0.06%
6,150
229
$880K 0.06%
15,770
-11,825
230
$877K 0.06%
3,348
231
$872K 0.06%
3,673
232
$861K 0.05%
51,198
233
$858K 0.05%
9,481
234
$849K 0.05%
11,365
+2,676
235
$835K 0.05%
46,952
-48,714
236
$823K 0.05%
7,499
+1,701
237
$811K 0.05%
34,840
-4,400
238
$805K 0.05%
7,571
+79
239
$800K 0.05%
62,520
240
$787K 0.05%
5,055
-40
241
$777K 0.05%
4,980
242
$775K 0.05%
6,180
+97
243
$770K 0.05%
26,053
-474
244
$761K 0.05%
8,949
-3,462
245
$756K 0.05%
7,506
+3
246
$751K 0.05%
16,877
+3,693
247
$743K 0.05%
5,060
+500
248
$738K 0.05%
9,750
+1,000
249
$732K 0.05%
12,300
250
$730K 0.05%
14,337
-185
8 9
10
11 12