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
626
$45K ﹤0.01%
1,821
627
$45K ﹤0.01%
357
628
$44K ﹤0.01%
312
-468
629
$44K ﹤0.01%
1,288
-360
630
$44K ﹤0.01%
2,106
631
$44K ﹤0.01%
406
632
$43K ﹤0.01%
600
633
$43K ﹤0.01%
765
634
$43K ﹤0.01%
936
635
$43K ﹤0.01%
1,450
636
$42K ﹤0.01%
2,067
-89
637
$42K ﹤0.01%
250
638
$42K ﹤0.01%
1,248
-1,300
639
$41K ﹤0.01%
1,400
640
$41K ﹤0.01%
2,368
641
$41K ﹤0.01%
620
642
$41K ﹤0.01%
452
643
$41K ﹤0.01%
790
644
$40K ﹤0.01%
880
-270
645
$40K ﹤0.01%
1,426
646
$40K ﹤0.01%
980
647
$40K ﹤0.01%
800
648
$40K ﹤0.01%
1,350
649
$40K ﹤0.01%
500
650
$40K ﹤0.01%
+1,600
24 25
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