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
601
$52K ﹤0.01%
3,600
602
$51K ﹤0.01%
170
603
$51K ﹤0.01%
1,651
604
$51K ﹤0.01%
233
605
$51K ﹤0.01%
1,878
606
$50K ﹤0.01%
1,400
607
$50K ﹤0.01%
172
-39
608
$50K ﹤0.01%
1,930
609
$50K ﹤0.01%
800
610
$50K ﹤0.01%
3,499
-4,199
611
$50K ﹤0.01%
744
612
$49K ﹤0.01%
1,897
+330
613
$48K ﹤0.01%
285
614
$48K ﹤0.01%
1,350
615
$48K ﹤0.01%
1,866
-750
616
$47K ﹤0.01%
600
617
$47K ﹤0.01%
1,729
618
$47K ﹤0.01%
2,040
-300
619
$47K ﹤0.01%
45
620
$46K ﹤0.01%
555
621
$46K ﹤0.01%
2,050
622
$46K ﹤0.01%
306
623
$46K ﹤0.01%
4,281
624
$46K ﹤0.01%
700
625
$46K ﹤0.01%
183
23 24
25
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