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
601
$49K ﹤0.01%
903
602
$49K ﹤0.01%
1,395
603
$48K ﹤0.01%
1,878
604
$48K ﹤0.01%
1,921
+271
605
$47K ﹤0.01%
1,045
+600
606
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500
607
$47K ﹤0.01%
313
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608
$47K ﹤0.01%
3,441
609
$47K ﹤0.01%
847
-350
610
$46K ﹤0.01%
600
611
$46K ﹤0.01%
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612
$46K ﹤0.01%
1,402
613
$45K ﹤0.01%
1,739
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614
$45K ﹤0.01%
765
615
$45K ﹤0.01%
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616
$45K ﹤0.01%
246
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$45K ﹤0.01%
620
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$45K ﹤0.01%
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619
$44K ﹤0.01%
738
620
$44K ﹤0.01%
161
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621
$44K ﹤0.01%
153
622
$43K ﹤0.01%
503
623
$42K ﹤0.01%
308
624
$42K ﹤0.01%
600
625
$42K ﹤0.01%
245
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