WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
401
$195K 0.01%
2,174
-190
402
$194K 0.01%
2,000
403
$189K 0.01%
1,500
404
$187K 0.01%
4,126
405
$185K 0.01%
7,097
-296
406
$184K 0.01%
1,200
407
$182K 0.01%
1,031
+380
408
$179K 0.01%
1,125
409
$176K 0.01%
5,458
-77
410
$176K 0.01%
5,876
-13,076
411
$172K 0.01%
535
412
$171K 0.01%
1,800
413
$165K 0.01%
2,784
+400
414
$164K 0.01%
3,973
+1,234
415
$159K 0.01%
5,300
416
$158K 0.01%
2,100
417
$157K 0.01%
7,662
-2,597
418
$157K 0.01%
2,700
419
$156K 0.01%
2,260
-733
420
$156K 0.01%
2,596
421
$155K 0.01%
734
-1,500
422
$152K 0.01%
9,050
423
$149K 0.01%
2,440
424
$149K 0.01%
11,728
+11,680
425
$149K 0.01%
2,005
+305
15 16
17
18 19