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
476
$107K 0.01%
2,250
477
$106K 0.01%
6,450
478
$106K 0.01%
751
479
$106K 0.01%
2,325
480
$105K 0.01%
8,420
481
$103K 0.01%
1,400
-250
482
$103K 0.01%
1,647
483
$103K 0.01%
1,000
484
$102K 0.01%
1,200
485
$101K 0.01%
2,833
486
$101K 0.01%
4,756
+1,151
487
$101K 0.01%
2,498
488
$101K 0.01%
5,316
+1,288
489
$99K 0.01%
870
490
$99K 0.01%
1,413
491
$98K 0.01%
3,000
492
$98K 0.01%
784
-500
493
$98K 0.01%
1,065
494
$98K 0.01%
1,215
495
$98K 0.01%
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496
$98K 0.01%
2,237
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497
$98K 0.01%
2,275
+540
498
$97K 0.01%
2,088
499
$97K 0.01%
6,663
500
$97K 0.01%
2,193
-269
18 19
20
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