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
$853M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.61M
3
+$2.37M
4
BHI
Baker Hughes
BHI
+$2.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.14M

Top Sells

1
+$5.66M
2
+$3.42M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.74M
5
SLB icon
SLB Ltd
SLB
+$2.1M

Sector Composition

1 Healthcare 13.25%
2 Technology 10.9%
3 Financials 10.36%
4 Industrials 7.78%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$17K ﹤0.01%
243
702
$17K ﹤0.01%
435
-150
703
$17K ﹤0.01%
880
704
$17K ﹤0.01%
1,244
-28
705
$17K ﹤0.01%
118
706
$17K ﹤0.01%
250
-400
707
$17K ﹤0.01%
320
708
$17K ﹤0.01%
466
+340
709
$17K ﹤0.01%
+784
710
$17K ﹤0.01%
917
711
$17K ﹤0.01%
225
712
$16K ﹤0.01%
400
713
$16K ﹤0.01%
400
714
$16K ﹤0.01%
680
715
$15K ﹤0.01%
1,000
716
$15K ﹤0.01%
1,270
-5
717
$15K ﹤0.01%
500
-10
718
$15K ﹤0.01%
741
719
$15K ﹤0.01%
240
720
$15K ﹤0.01%
415
721
$15K ﹤0.01%
1,400
-7,600
722
$15K ﹤0.01%
324
723
$15K ﹤0.01%
390
724
$15K ﹤0.01%
183
725
$14K ﹤0.01%
215
27 28
29
30 31