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
501
$93K 0.01%
1,518
502
$92K 0.01%
691
+177
503
$92K 0.01%
1,450
+870
504
$91K 0.01%
1,400
505
$91K 0.01%
248
506
$91K 0.01%
1,900
507
$91K 0.01%
2,146
508
$90K 0.01%
2,820
509
$90K 0.01%
1,187
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510
$89K 0.01%
589
-13,861
511
$88K 0.01%
1,052
512
$88K 0.01%
680
513
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2,735
+2,505
514
$88K 0.01%
2,179
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515
$87K 0.01%
911
516
$86K 0.01%
1,800
517
$83K 0.01%
172
518
$83K 0.01%
600
519
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1,413
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520
$83K 0.01%
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521
$80K 0.01%
745
522
$80K 0.01%
1,649
523
$79K 0.01%
900
524
$78K 0.01%
373
525
$78K 0.01%
652
19 20
21
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