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
51
$8.41M 0.54%
137,023
+5,117
52
$8.39M 0.54%
130,751
+15,968
53
$8.27M 0.53%
38,617
+77
54
$8.18M 0.52%
96,116
+4,298
55
$8.08M 0.52%
27,496
+602
56
$7.81M 0.5%
85,501
+2,012
57
$7.77M 0.5%
27,260
-2,642
58
$7.73M 0.49%
56,646
+10,569
59
$7.49M 0.48%
38,508
-6
60
$7.41M 0.47%
92,762
+4,451
61
$7.32M 0.47%
35,657
+2,996
62
$7.31M 0.47%
33,464
-191
63
$7.09M 0.45%
36,520
+2,976
64
$6.94M 0.44%
21,373
+1,004
65
$6.91M 0.44%
30,087
+629
66
$6.5M 0.41%
54,278
+2,905
67
$6.48M 0.41%
120,412
-10,777
68
$6.2M 0.4%
48,408
+3,180
69
$6.13M 0.39%
49,937
+2,600
70
$6.08M 0.39%
93,643
-3,451
71
$6.03M 0.38%
167,535
+8,511
72
$6.02M 0.38%
46,789
+5,713
73
$5.95M 0.38%
63,099
-475
74
$5.88M 0.38%
122,077
+8,858
75
$5.82M 0.37%
19,264
+481
1 2
3
4 5