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
576
$59K ﹤0.01%
1,479
-38
577
$59K ﹤0.01%
3,000
578
$59K ﹤0.01%
1,142
579
$59K ﹤0.01%
820
-50
580
$58K ﹤0.01%
539
581
$58K ﹤0.01%
1,355
582
$58K ﹤0.01%
1,650
-340
583
$57K ﹤0.01%
616
-200
584
$57K ﹤0.01%
574
585
$57K ﹤0.01%
1,200
586
$56K ﹤0.01%
1,750
-500
587
$56K ﹤0.01%
2,500
588
$56K ﹤0.01%
745
-433
589
$56K ﹤0.01%
475
590
$55K ﹤0.01%
500
591
$55K ﹤0.01%
2,134
-1,549
592
$55K ﹤0.01%
225
593
$54K ﹤0.01%
2,148
+860
594
$54K ﹤0.01%
1,000
595
$54K ﹤0.01%
743
596
$54K ﹤0.01%
300
597
$54K ﹤0.01%
602
-520
598
$53K ﹤0.01%
680
+450
599
$53K ﹤0.01%
777
600
$53K ﹤0.01%
511
22 23
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