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
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$896K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$810K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$798K

Top Sells

1
+$1.29M
2
+$1.28M
3
+$928K
4
T icon
AT&T
T
+$658K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$159K 0.02%
1,699
-2,936
377
$157K 0.02%
7,500
378
$155K 0.02%
2,350
379
$153K 0.02%
3,300
+2,162
380
$150K 0.02%
1,677
-1,072
381
$148K 0.02%
25,000
382
$148K 0.02%
3,234
383
$146K 0.02%
5,800
384
$145K 0.02%
2,350
385
$145K 0.02%
4,774
+3,029
386
$144K 0.02%
10,150
387
$144K 0.02%
1,961
388
$142K 0.02%
2,450
389
$142K 0.02%
3,000
390
$140K 0.02%
+4,350
391
$138K 0.02%
1,746
392
$138K 0.02%
2,230
+1,100
393
$138K 0.02%
1,658
394
$137K 0.02%
+1,960
395
$135K 0.02%
1,385
+85
396
$133K 0.02%
+1,766
397
$131K 0.02%
5,469
-1,683
398
$131K 0.02%
800
399
$131K 0.02%
1,550
400
$131K 0.02%
1,000
14 15
16
17 18