WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
301
$501K 0.03%
5,220
302
$497K 0.03%
12,811
-1,281
303
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9,822
+2,500
304
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5,244
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305
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306
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8,327
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307
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308
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309
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310
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7,386
311
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6,495
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312
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805
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313
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315
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316
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30,613
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320
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322
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9,774
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323
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20,180
324
$395K 0.03%
15,200
-6,000
325
$394K 0.03%
28,960
11 12
13
14 15