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
351
$334K 0.02%
6,977
+385
352
$333K 0.02%
2,760
353
$331K 0.02%
6,500
354
$329K 0.02%
9,220
-5,373
355
$328K 0.02%
10,012
356
$327K 0.02%
5,000
357
$323K 0.02%
6,741
+6
358
$321K 0.02%
7,350
-700
359
$320K 0.02%
6,215
+1,450
360
$315K 0.02%
5,520
361
$308K 0.02%
15,933
-318
362
$306K 0.02%
1,586
-250
363
$299K 0.02%
3,310
364
$296K 0.02%
3,629
365
$295K 0.02%
8,621
-20,293
366
$293K 0.02%
7,360
+883
367
$287K 0.02%
5,109
-196
368
$286K 0.02%
4,868
-25
369
$281K 0.02%
2,964
+706
370
$281K 0.02%
9,248
371
$280K 0.02%
7,250
+1,000
372
$279K 0.02%
6,795
-370
373
$273K 0.02%
8,197
+1,947
374
$271K 0.02%
5,519
+597
375
$271K 0.02%
4,500
-1,300
13 14
15
16 17