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
$853M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.61M
3
+$2.37M
4
BHI
Baker Hughes
BHI
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.14M

Top Sells

1
+$5.66M
2
+$3.42M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.74M
5
SLB icon
SLB Ltd
SLB
+$2.1M

Sector Composition

1 Healthcare 13.25%
2 Technology 10.9%
3 Financials 10.36%
4 Industrials 7.78%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$31K ﹤0.01%
616
602
$31K ﹤0.01%
1,119
603
$31K ﹤0.01%
449
604
$30K ﹤0.01%
1,800
605
$30K ﹤0.01%
744
606
$29K ﹤0.01%
3,375
607
$29K ﹤0.01%
472
608
$29K ﹤0.01%
2,500
609
$29K ﹤0.01%
1,497
610
$29K ﹤0.01%
850
611
$29K ﹤0.01%
852
612
$28K ﹤0.01%
775
613
$28K ﹤0.01%
1,526
614
$28K ﹤0.01%
700
615
$28K ﹤0.01%
1,149
616
$28K ﹤0.01%
868
617
$28K ﹤0.01%
66
618
$28K ﹤0.01%
850
619
$28K ﹤0.01%
461
+205
620
$28K ﹤0.01%
1,151
-52
621
$28K ﹤0.01%
5
622
$28K ﹤0.01%
424
623
$27K ﹤0.01%
475
624
$27K ﹤0.01%
750
625
$27K ﹤0.01%
1,907
23 24
25
26 27