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
376
$235K 0.02%
2,244
377
$233K 0.02%
17,412
+15,290
378
$229K 0.02%
4,500
379
$227K 0.02%
3,174
+1,214
380
$226K 0.02%
2,050
381
$225K 0.02%
3,210
+772
382
$220K 0.02%
5,865
383
$217K 0.02%
4,917
+1,389
384
$209K 0.02%
2,731
385
$207K 0.02%
4,590
+1,297
386
$204K 0.02%
39,421
-1,162
387
$204K 0.02%
12,364
+7,738
388
$203K 0.02%
13,990
+3,354
389
$201K 0.02%
5,111
+72
390
$199K 0.02%
1,674
+405
391
$198K 0.02%
2,903
392
$197K 0.02%
2,397
393
$196K 0.02%
+2,690
394
$195K 0.02%
1,549
+351
395
$192K 0.02%
9,040
+638
396
$191K 0.02%
1,671
+160
397
$191K 0.02%
2,283
-12
398
$188K 0.01%
3,339
399
$184K 0.01%
2,486
400
$183K 0.01%
+3,641
14 15
16
17 18