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
51
$7.07M 0.55%
69,599
-20,481
52
$6.67M 0.52%
50,137
-1,192
53
$6.63M 0.52%
98,954
-67
54
$6.59M 0.52%
150,183
-243
55
$6.31M 0.49%
32,345
+807
56
$6.26M 0.49%
124,386
+1,797
57
$6.2M 0.49%
130,300
+7,652
58
$6.14M 0.48%
25,033
+1,441
59
$6.05M 0.47%
12,124
+554
60
$5.92M 0.46%
44,309
-806
61
$5.49M 0.43%
68,034
-884
62
$5.48M 0.43%
64,159
+2,664
63
$5.46M 0.43%
65,411
+11,477
64
$5.29M 0.41%
67,248
-3,324
65
$5.21M 0.41%
77,933
+3,441
66
$5.15M 0.4%
108,908
+19,655
67
$5.13M 0.4%
61,487
-1,032
68
$5.13M 0.4%
116,414
-45,313
69
$5.07M 0.4%
33,635
+2,106
70
$4.98M 0.39%
149,076
+7,028
71
$4.95M 0.39%
25,486
+3,379
72
$4.95M 0.39%
50,513
+268
73
$4.81M 0.38%
51,847
+376
74
$4.8M 0.38%
92,658
-438
75
$4.7M 0.37%
91,889
+2,613
1 2
3
4 5