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
426
$149K 0.01%
1,844
-288
427
$149K 0.01%
+540
428
$146K 0.01%
2,000
-1,000
429
$146K 0.01%
3,446
+147
430
$145K 0.01%
3,031
+2,927
431
$144K 0.01%
774
432
$143K 0.01%
5,694
433
$142K 0.01%
5,096
434
$142K 0.01%
1,372
435
$142K 0.01%
1,702
436
$141K 0.01%
3,463
+838
437
$136K 0.01%
1,758
+1,210
438
$135K 0.01%
1,406
439
$135K 0.01%
4,126
440
$133K 0.01%
+6,050
441
$131K 0.01%
481
442
$130K 0.01%
700
-209
443
$128K 0.01%
783
444
$127K 0.01%
1,200
445
$127K 0.01%
5,586
+1,231
446
$126K 0.01%
27,160
447
$125K 0.01%
1,375
+250
448
$125K 0.01%
2,127
449
$124K 0.01%
3,410
450
$124K 0.01%
3,690
-300
16 17
18
19 20