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
301
$501K 0.03%
5,220
302
$497K 0.03%
12,811
-1,281
303
$494K 0.03%
9,822
+2,500
304
$487K 0.03%
5,244
+1,233
305
$484K 0.03%
17,200
306
$471K 0.03%
8,327
+80
307
$465K 0.03%
7,641
308
$464K 0.03%
4,236
309
$460K 0.03%
12,234
310
$458K 0.03%
7,386
311
$452K 0.03%
6,495
+1,516
312
$451K 0.03%
805
-116
313
$445K 0.03%
7,564
-223
314
$444K 0.03%
9,097
315
$439K 0.03%
1,000
316
$439K 0.03%
4,586
317
$439K 0.03%
30,613
+4,694
318
$435K 0.03%
2,993
319
$425K 0.03%
2,332
320
$424K 0.03%
8,511
-60
321
$422K 0.03%
21,344
322
$416K 0.03%
9,774
-2,210
323
$416K 0.03%
20,180
324
$395K 0.03%
15,200
-6,000
325
$394K 0.03%
28,960
11 12
13
14 15