WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
676
$31K ﹤0.01%
1,200
677
$31K ﹤0.01%
850
-175
678
$31K ﹤0.01%
1,035
-100
679
$31K ﹤0.01%
1,175
680
$31K ﹤0.01%
+1,400
681
$31K ﹤0.01%
1,020
682
$30K ﹤0.01%
2,000
683
$30K ﹤0.01%
1,800
684
$30K ﹤0.01%
1,000
685
$30K ﹤0.01%
+866
686
$29K ﹤0.01%
1,260
687
$29K ﹤0.01%
751
688
$28K ﹤0.01%
148
689
$28K ﹤0.01%
135
690
$28K ﹤0.01%
+501
691
$28K ﹤0.01%
35
692
$28K ﹤0.01%
778
+600
693
$28K ﹤0.01%
400
694
$27K ﹤0.01%
+1,041
695
$27K ﹤0.01%
535
+77
696
$27K ﹤0.01%
262
697
$27K ﹤0.01%
133
698
$27K ﹤0.01%
+1,027
699
$27K ﹤0.01%
+1,033
700
$26K ﹤0.01%
172
+69
26 27
28
29 30