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
26
$13.1M 0.84%
44,336
-270
27
$13.1M 0.83%
293,930
+36,304
28
$12.6M 0.8%
144,985
-12,437
29
$12.4M 0.79%
70,141
+3,099
30
$12M 0.77%
60,924
+823
31
$12M 0.77%
250,275
-7,838
32
$11.8M 0.75%
135,983
-15,606
33
$11.8M 0.75%
168,389
-5,574
34
$11.6M 0.74%
580,515
+5,061
35
$11.1M 0.71%
75,415
-5,034
36
$10.8M 0.69%
129,037
+2,510
37
$10.7M 0.68%
178,726
+959
38
$10.6M 0.67%
172,946
+7,597
39
$9.92M 0.63%
148,060
+620
40
$9.85M 0.63%
29
41
$9.75M 0.62%
54,704
42
$9.68M 0.62%
260,408
-25,985
43
$9.56M 0.61%
323,934
+10,723
44
$9.29M 0.59%
172,862
-15,918
45
$9.11M 0.58%
185,420
+2,677
46
$9.04M 0.58%
130,124
+24,355
47
$8.94M 0.57%
162,302
-5,613
48
$8.75M 0.56%
157,331
+5,961
49
$8.55M 0.55%
51,624
50
$8.53M 0.54%
190,189
-2,329
1
2
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