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
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
551
$65K ﹤0.01%
1,733
-75
552
$65K ﹤0.01%
1,300
+300
553
$64K ﹤0.01%
2,224
554
$64K ﹤0.01%
1,027
555
$64K ﹤0.01%
1,522
+287
556
$63K ﹤0.01%
1,500
557
$62K ﹤0.01%
1,000
558
$62K ﹤0.01%
285
559
$62K ﹤0.01%
771
560
$61K ﹤0.01%
2,782
561
$61K ﹤0.01%
406
562
$60K ﹤0.01%
707
+236
563
$60K ﹤0.01%
600
564
$60K ﹤0.01%
3,331
-64
565
$60K ﹤0.01%
567
566
$60K ﹤0.01%
2,361
567
$60K ﹤0.01%
1,200
568
$60K ﹤0.01%
455
569
$60K ﹤0.01%
2,169
570
$60K ﹤0.01%
1,540
571
$59K ﹤0.01%
593
-521
572
$59K ﹤0.01%
574
573
$59K ﹤0.01%
820
574
$58K ﹤0.01%
743
575
$58K ﹤0.01%
1,371
-2
21 22
23
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