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
451
$123K 0.01%
400
452
$122K 0.01%
2,900
453
$120K 0.01%
2,700
454
$120K 0.01%
3,070
455
$119K 0.01%
1,811
456
$118K 0.01%
1,100
+100
457
$115K 0.01%
840
458
$115K 0.01%
2,550
459
$115K 0.01%
896
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460
$114K 0.01%
1,150
-1,000
461
$113K 0.01%
2,514
-37
462
$113K 0.01%
3,950
463
$112K 0.01%
2,800
-128
464
$111K 0.01%
2,405
465
$111K 0.01%
2,690
-2,500
466
$111K 0.01%
6,093
+4,053
467
$111K 0.01%
1,514
468
$110K 0.01%
4,725
469
$109K 0.01%
1,600
470
$109K 0.01%
935
471
$108K 0.01%
2,150
472
$108K 0.01%
2,053
+175
473
$107K 0.01%
3,200
474
$107K 0.01%
1,988
+480
475
$107K 0.01%
2,340
17 18
19
20 21