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
701
$26K ﹤0.01%
172
+69
702
$26K ﹤0.01%
725
703
$26K ﹤0.01%
600
704
$26K ﹤0.01%
551
-377
705
$26K ﹤0.01%
303
706
$25K ﹤0.01%
283
707
$25K ﹤0.01%
375
708
$25K ﹤0.01%
304
709
$25K ﹤0.01%
200
+119
710
$25K ﹤0.01%
402
711
$25K ﹤0.01%
1,050
712
$25K ﹤0.01%
800
713
$25K ﹤0.01%
180
714
$25K ﹤0.01%
181
-67
715
$25K ﹤0.01%
370
716
$25K ﹤0.01%
973
717
$25K ﹤0.01%
1,885
-211
718
$24K ﹤0.01%
2,216
-407
719
$24K ﹤0.01%
441
720
$24K ﹤0.01%
1,126
-1,920
721
$24K ﹤0.01%
+6,000
722
$23K ﹤0.01%
990
723
$23K ﹤0.01%
543
724
$23K ﹤0.01%
528
725
$23K ﹤0.01%
500
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