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
476
$107K 0.01%
1,496
477
$107K 0.01%
1,003
478
$106K 0.01%
1,740
479
$106K 0.01%
1,215
480
$104K 0.01%
4,725
481
$103K 0.01%
1,050
482
$103K 0.01%
4,144
483
$101K 0.01%
21,746
484
$101K 0.01%
1,162
485
$100K 0.01%
5,347
+1,897
486
$100K 0.01%
2,000
487
$100K 0.01%
945
-60
488
$100K 0.01%
1,698
489
$100K 0.01%
1,000
490
$99K 0.01%
1,609
-640
491
$99K 0.01%
661
-1,825
492
$99K 0.01%
1,257
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493
$98K 0.01%
2,849
494
$98K 0.01%
634
495
$97K 0.01%
1,480
496
$97K 0.01%
1,647
497
$97K 0.01%
273
-118
498
$95K 0.01%
+31,714
499
$94K 0.01%
1,500
500
$93K 0.01%
3,753
18 19
20
21 22