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
251
$726K 0.05%
22,929
-1,621
252
$724K 0.05%
15,625
253
$721K 0.05%
4,462
+1,036
254
$721K 0.05%
24,904
-500
255
$718K 0.05%
12,999
+7
256
$715K 0.05%
15,250
257
$714K 0.05%
14,709
+3,270
258
$712K 0.05%
5,056
+1,202
259
$712K 0.05%
7,851
+1,864
260
$712K 0.05%
32,646
-31,071
261
$709K 0.05%
42,500
-13,700
262
$708K 0.05%
42,540
+10,100
263
$704K 0.04%
4,315
-250
264
$704K 0.04%
17,963
+4,257
265
$698K 0.04%
4,269
+180
266
$687K 0.04%
12,545
267
$686K 0.04%
6,176
268
$676K 0.04%
17,550
269
$675K 0.04%
16,801
-7,884
270
$662K 0.04%
9,600
271
$656K 0.04%
22,639
+5,346
272
$653K 0.04%
5,400
+1,286
273
$647K 0.04%
4,925
-4,489
274
$647K 0.04%
5,085
-4,000
275
$646K 0.04%
5,665
-100
9 10
11
12 13