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
551
$70K 0.01%
1,073
+149
552
$69K 0.01%
1,272
-84
553
$69K 0.01%
900
554
$68K 0.01%
4,000
555
$68K 0.01%
1,835
-4,875
556
$68K 0.01%
2,022
-99
557
$68K 0.01%
967
+231
558
$68K 0.01%
1,254
-100
559
$67K 0.01%
1,600
-2,718
560
$67K 0.01%
1,000
561
$66K 0.01%
5,472
562
$66K 0.01%
450
563
$65K 0.01%
2,500
564
$64K 0.01%
4,785
565
$62K ﹤0.01%
1,494
566
$62K ﹤0.01%
3,348
+1,096
567
$62K ﹤0.01%
1,000
568
$61K ﹤0.01%
120
569
$61K ﹤0.01%
1,700
570
$61K ﹤0.01%
2,371
+432
571
$61K ﹤0.01%
1,050
-300
572
$61K ﹤0.01%
500
573
$60K ﹤0.01%
1,000
574
$60K ﹤0.01%
1,072
575
$60K ﹤0.01%
1,484
21 22
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