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
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.76M
3
+$3.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Top Sells

1
+$2.08M
2
+$2M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.18M
5
MCK icon
McKesson
MCK
+$960K

Sector Composition

1 Technology 12.97%
2 Financials 11.26%
3 Healthcare 10.21%
4 Industrials 7.41%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$265K 0.02%
8,020
-5,563
352
$264K 0.02%
27,485
+339
353
$264K 0.02%
2,571
+618
354
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3,715
355
$263K 0.02%
4,559
-75
356
$262K 0.02%
7,455
-1,800
357
$261K 0.02%
2,624
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358
$260K 0.02%
4,900
359
$259K 0.02%
7,256
360
$258K 0.02%
3,304
-25
361
$256K 0.02%
1,258
362
$255K 0.02%
17,792
363
$255K 0.02%
3,671
364
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1,651
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365
$252K 0.02%
1,836
-250
366
$249K 0.02%
44,091
367
$247K 0.02%
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-250
368
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369
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370
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23,683
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371
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7,278
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372
$240K 0.02%
3,685
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373
$240K 0.02%
2,709
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374
$237K 0.02%
6,150
-900
375
$236K 0.02%
2,117
13 14
15
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