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
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%
+866
683
$30K ﹤0.01%
1,000
684
$30K ﹤0.01%
1,800
685
$30K ﹤0.01%
2,000
686
$29K ﹤0.01%
751
687
$29K ﹤0.01%
1,260
688
$28K ﹤0.01%
400
689
$28K ﹤0.01%
778
+600
690
$28K ﹤0.01%
35
691
$28K ﹤0.01%
+501
692
$28K ﹤0.01%
135
693
$28K ﹤0.01%
148
694
$27K ﹤0.01%
535
+77
695
$27K ﹤0.01%
262
696
$27K ﹤0.01%
133
697
$27K ﹤0.01%
+1,027
698
$27K ﹤0.01%
+1,033
699
$27K ﹤0.01%
+1,041
700
$26K ﹤0.01%
70
26 27
28
29 30