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
276
$644K 0.04%
9,914
277
$643K 0.04%
4,040
278
$640K 0.04%
50,211
+15,580
279
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280
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281
$627K 0.04%
11,856
-180
282
$622K 0.04%
41,800
-1,725
283
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35,177
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284
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12,276
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285
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286
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53,191
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287
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288
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289
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5,129
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290
$550K 0.04%
6,427
291
$536K 0.03%
5,542
+1,042
292
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293
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4,552
294
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10,286
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295
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12,947
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296
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7,224
297
$512K 0.03%
16,642
-130
298
$506K 0.03%
1,470
+255
299
$506K 0.03%
18,150
-2,160
300
$503K 0.03%
2,611
-100
10 11
12
13 14