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
501
$97K 0.01%
5,325
+330
502
$97K 0.01%
1,162
503
$96K 0.01%
2,150
+1,750
504
$96K 0.01%
920
505
$96K 0.01%
1,136
506
$95K 0.01%
2,900
+227
507
$95K 0.01%
1,800
508
$94K 0.01%
2,215
509
$93K 0.01%
1,000
510
$92K 0.01%
7,000
511
$90K 0.01%
9,961
+2,391
512
$89K 0.01%
1,800
513
$89K 0.01%
1,400
514
$89K 0.01%
1,740
515
$89K 0.01%
1,869
516
$89K 0.01%
1,515
517
$88K 0.01%
10,000
-10,000
518
$87K 0.01%
2,146
519
$87K 0.01%
600
520
$87K 0.01%
1,637
521
$85K 0.01%
2,894
522
$84K 0.01%
3,500
+2,500
523
$84K 0.01%
680
524
$84K 0.01%
630
525
$84K 0.01%
1,030
19 20
21
22 23