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
326
$392K 0.03%
12,974
+344
327
$380K 0.02%
2,780
+668
328
$377K 0.02%
10,227
+1,412
329
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1,904
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330
$375K 0.02%
8,407
331
$375K 0.02%
6,530
332
$374K 0.02%
11,152
+2,652
333
$370K 0.02%
4,856
334
$370K 0.02%
4,051
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335
$369K 0.02%
2,787
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336
$367K 0.02%
4,716
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337
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4,442
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338
$361K 0.02%
16,200
+3,855
339
$356K 0.02%
2,490
-900
340
$351K 0.02%
8,125
341
$349K 0.02%
6,580
342
$349K 0.02%
6,663
+1,406
343
$344K 0.02%
6,124
-184
344
$343K 0.02%
2,499
345
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2,961
346
$341K 0.02%
4,579
-540
347
$340K 0.02%
3,600
348
$339K 0.02%
5,175
349
$339K 0.02%
19,216
+4,542
350
$335K 0.02%
2,666
-322
12 13
14
15 16