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
526
$77K ﹤0.01%
1,729
527
$77K ﹤0.01%
1,490
-230
528
$77K ﹤0.01%
463
-15
529
$75K ﹤0.01%
2,958
530
$74K ﹤0.01%
2,777
+710
531
$74K ﹤0.01%
225
532
$73K ﹤0.01%
1,434
+304
533
$73K ﹤0.01%
2,803
-741
534
$73K ﹤0.01%
2,500
535
$73K ﹤0.01%
1,600
536
$72K ﹤0.01%
1,693
-8,170
537
$71K ﹤0.01%
4,281
538
$70K ﹤0.01%
2,954
539
$70K ﹤0.01%
3,322
540
$69K ﹤0.01%
1,432
+160
541
$68K ﹤0.01%
900
542
$68K ﹤0.01%
1,585
543
$68K ﹤0.01%
1,296
544
$68K ﹤0.01%
450
545
$67K ﹤0.01%
2,467
546
$66K ﹤0.01%
1,400
547
$66K ﹤0.01%
1,012
548
$66K ﹤0.01%
285
549
$66K ﹤0.01%
1,017
550
$66K ﹤0.01%
1,000
20 21
22
23 24