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
626
$42K ﹤0.01%
2,090
627
$42K ﹤0.01%
316
628
$41K ﹤0.01%
980
629
$41K ﹤0.01%
500
630
$41K ﹤0.01%
1,600
631
$41K ﹤0.01%
1,111
632
$41K ﹤0.01%
675
633
$40K ﹤0.01%
800
634
$40K ﹤0.01%
415
635
$40K ﹤0.01%
575
636
$40K ﹤0.01%
385
637
$40K ﹤0.01%
513
+68
638
$40K ﹤0.01%
50
639
$39K ﹤0.01%
1,079
640
$38K ﹤0.01%
2,868
+500
641
$38K ﹤0.01%
444
642
$38K ﹤0.01%
1,587
643
$38K ﹤0.01%
7,855
-15,386
644
$37K ﹤0.01%
5,000
645
$37K ﹤0.01%
500
646
$37K ﹤0.01%
+368
647
$37K ﹤0.01%
2,480
-5
648
$36K ﹤0.01%
850
649
$36K ﹤0.01%
2,148
650
$36K ﹤0.01%
455
24 25
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