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
401
$182K 0.01%
2,175
402
$180K 0.01%
8,862
403
$180K 0.01%
935
404
$180K 0.01%
14,097
405
$174K 0.01%
1,646
406
$174K 0.01%
12,025
+410
407
$173K 0.01%
3,418
-600
408
$173K 0.01%
1,649
409
$172K 0.01%
504
410
$172K 0.01%
+9,548
411
$172K 0.01%
1,500
412
$170K 0.01%
2,500
413
$168K 0.01%
3,823
-624
414
$168K 0.01%
7,393
-76
415
$166K 0.01%
2,259
+150
416
$165K 0.01%
3,698
-106
417
$164K 0.01%
3,301
+2,653
418
$163K 0.01%
1,753
+1,410
419
$161K 0.01%
3,385
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420
$161K 0.01%
1,200
421
$160K 0.01%
1,866
+592
422
$159K 0.01%
5,250
423
$157K 0.01%
1,200
+210
424
$150K 0.01%
1,800
425
$150K 0.01%
2,310
-150
15 16
17
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