WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.82M
2
+$3.72M
3
+$3.26M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.19M
5
MCK icon
McKesson
MCK
+$1.05M

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
526
$83K 0.01%
600
527
$82K 0.01%
1,900
528
$81K 0.01%
600
+100
529
$81K 0.01%
1,027
530
$81K 0.01%
2,000
531
$80K 0.01%
3,861
-1,315
532
$78K 0.01%
761
533
$78K 0.01%
9,050
534
$77K 0.01%
1,000
535
$77K 0.01%
900
536
$77K 0.01%
2,399
537
$76K 0.01%
4,622
538
$76K 0.01%
+600
539
$75K 0.01%
1,480
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540
$75K 0.01%
2,169
541
$74K 0.01%
2,782
542
$74K 0.01%
556
543
$73K 0.01%
1,496
544
$73K 0.01%
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545
$72K 0.01%
+1,811
546
$72K 0.01%
1,479
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547
$71K 0.01%
1,500
548
$71K 0.01%
1,450
549
$70K 0.01%
948
550
$70K 0.01%
1,000
20 21
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