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
651
$40K ﹤0.01%
3,300
652
$39K ﹤0.01%
1,000
653
$39K ﹤0.01%
500
654
$39K ﹤0.01%
1,303
655
$38K ﹤0.01%
305
656
$38K ﹤0.01%
2,100
657
$37K ﹤0.01%
1,234
658
$37K ﹤0.01%
500
659
$37K ﹤0.01%
1,000
660
$37K ﹤0.01%
1,079
661
$36K ﹤0.01%
575
662
$36K ﹤0.01%
1,647
663
$36K ﹤0.01%
1,323
-255
664
$36K ﹤0.01%
1,688
665
$36K ﹤0.01%
817
666
$35K ﹤0.01%
1,260
667
$35K ﹤0.01%
2,500
668
$35K ﹤0.01%
1,800
669
$34K ﹤0.01%
400
670
$34K ﹤0.01%
540
-50
671
$34K ﹤0.01%
315
672
$34K ﹤0.01%
284
673
$33K ﹤0.01%
2,331
-1,102
674
$33K ﹤0.01%
245
675
$33K ﹤0.01%
3,440
-2,112
25 26
27
28 29