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
376
$267K 0.02%
2,050
377
$267K 0.02%
3,635
378
$261K 0.02%
1,425
+5
379
$251K 0.02%
3,170
-505
380
$249K 0.02%
2,244
381
$245K 0.02%
2,117
382
$244K 0.02%
1,218
383
$243K 0.02%
1,646
384
$241K 0.02%
4,500
385
$233K 0.01%
7,697
386
$233K 0.01%
1,305
+125
387
$233K 0.01%
1,819
+31
388
$227K 0.01%
23,880
+676
389
$226K 0.01%
110
-26
390
$220K 0.01%
2,250
391
$219K 0.01%
1,450
-285
392
$219K 0.01%
3,180
393
$218K 0.01%
3,925
394
$213K 0.01%
3,788
+1,416
395
$213K 0.01%
3,391
+371
396
$205K 0.01%
3,418
397
$200K 0.01%
2,500
398
$197K 0.01%
+15,354
399
$196K 0.01%
1,647
400
$195K 0.01%
935
14 15
16
17 18