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
651
$36K ﹤0.01%
315
652
$36K ﹤0.01%
+800
653
$36K ﹤0.01%
1,000
654
$36K ﹤0.01%
3,440
655
$36K ﹤0.01%
+2,000
656
$36K ﹤0.01%
500
-125
657
$35K ﹤0.01%
1,227
+1,000
658
$35K ﹤0.01%
875
659
$35K ﹤0.01%
768
660
$35K ﹤0.01%
1,647
661
$35K ﹤0.01%
250
662
$34K ﹤0.01%
318
-117
663
$34K ﹤0.01%
3,575
-9,969
664
$34K ﹤0.01%
1,117
+233
665
$33K ﹤0.01%
208
666
$33K ﹤0.01%
393
667
$33K ﹤0.01%
2,354
668
$33K ﹤0.01%
1,151
669
$32K ﹤0.01%
540
670
$32K ﹤0.01%
930
671
$32K ﹤0.01%
1,100
672
$32K ﹤0.01%
3,000
673
$32K ﹤0.01%
440
-60
674
$32K ﹤0.01%
306
675
$32K ﹤0.01%
+224
25 26
27
28 29