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
426
$149K 0.01%
4,600
427
$148K 0.01%
5,741
+3,921
428
$146K 0.01%
2,550
429
$145K 0.01%
2,514
430
$145K 0.01%
2,900
431
$144K 0.01%
1,674
-262
432
$144K 0.01%
7,108
+41
433
$143K 0.01%
3,319
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434
$142K 0.01%
6,050
435
$142K 0.01%
1,672
436
$140K 0.01%
2,088
437
$138K 0.01%
970
438
$137K 0.01%
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439
$135K 0.01%
2,641
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440
$135K 0.01%
1,014
-50
441
$134K 0.01%
810
442
$133K 0.01%
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443
$131K 0.01%
3,200
444
$131K 0.01%
2,250
445
$128K 0.01%
459
446
$127K 0.01%
4,335
-405
447
$127K 0.01%
935
448
$126K 0.01%
2,340
449
$124K 0.01%
2,501
450
$123K 0.01%
1,800
16 17
18
19 20