WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$1.99M
2 +$1.58M
3 +$1.58M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.24M
5
IBM icon
IBM
IBM
+$1.21M

Sector Composition

1 Technology 11.93%
2 Healthcare 11.55%
3 Financials 11.24%
4 Industrials 8.15%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$22K ﹤0.01%
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675
678
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679
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400
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$20K ﹤0.01%
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697
$19K ﹤0.01%
600
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$19K ﹤0.01%
850