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
451
$123K 0.01%
4,486
452
$122K 0.01%
1,000
453
$121K 0.01%
2,521
-5,471
454
$121K 0.01%
12,706
-2,426
455
$120K 0.01%
2,190
-180
456
$120K 0.01%
1,175
457
$119K 0.01%
2,815
-673
458
$118K 0.01%
3,950
459
$118K 0.01%
1,304
460
$117K 0.01%
5,730
-2,389
461
$116K 0.01%
6,925
-4,000
462
$115K 0.01%
6,236
-200
463
$114K 0.01%
2,399
464
$114K 0.01%
673
-1,186
465
$113K 0.01%
1,200
466
$113K 0.01%
1,400
467
$112K 0.01%
909
-429
468
$111K 0.01%
3,073
-189
469
$110K 0.01%
2,699
470
$110K 0.01%
6,932
-351
471
$109K 0.01%
1,000
-78
472
$109K 0.01%
2,817
473
$108K 0.01%
2,532
474
$107K 0.01%
754
475
$107K 0.01%
600
+41
17 18
19
20 21