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
676
$33K ﹤0.01%
875
677
$33K ﹤0.01%
730
-5,052
678
$32K ﹤0.01%
238
679
$32K ﹤0.01%
450
680
$32K ﹤0.01%
+600
681
$32K ﹤0.01%
500
682
$32K ﹤0.01%
1,320
-1,271
683
$32K ﹤0.01%
308
684
$31K ﹤0.01%
2,831
-1,314
685
$31K ﹤0.01%
180
686
$31K ﹤0.01%
480
687
$30K ﹤0.01%
153
688
$30K ﹤0.01%
738
689
$30K ﹤0.01%
+530
690
$30K ﹤0.01%
1,000
691
$30K ﹤0.01%
500
-850
692
$29K ﹤0.01%
2,300
693
$29K ﹤0.01%
1,332
-101
694
$29K ﹤0.01%
500
695
$29K ﹤0.01%
3,000
696
$29K ﹤0.01%
1,150
-2,500
697
$28K ﹤0.01%
1,070
698
$28K ﹤0.01%
725
699
$28K ﹤0.01%
425
+33
700
$27K ﹤0.01%
240
26 27
28
29 30