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
576
$57K ﹤0.01%
827
577
$57K ﹤0.01%
1,231
-100
578
$57K ﹤0.01%
3,499
579
$56K ﹤0.01%
676
580
$55K ﹤0.01%
705
581
$55K ﹤0.01%
2,500
582
$55K ﹤0.01%
1,000
583
$53K ﹤0.01%
535
584
$53K ﹤0.01%
744
585
$53K ﹤0.01%
357
586
$52K ﹤0.01%
940
587
$52K ﹤0.01%
1,407
588
$52K ﹤0.01%
1,193
-51
589
$52K ﹤0.01%
1,700
-300
590
$52K ﹤0.01%
1,500
591
$52K ﹤0.01%
1,688
592
$52K ﹤0.01%
3,814
593
$51K ﹤0.01%
706
-301
594
$51K ﹤0.01%
982
-343
595
$51K ﹤0.01%
1,165
+565
596
$50K ﹤0.01%
1,640
597
$50K ﹤0.01%
500
598
$50K ﹤0.01%
5,000
599
$50K ﹤0.01%
1,567
600
$49K ﹤0.01%
1,450
22 23
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