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
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$896K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$810K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$798K

Top Sells

1
+$1.29M
2
+$1.28M
3
+$928K
4
T icon
AT&T
T
+$658K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$21K ﹤0.01%
1,000
727
$21K ﹤0.01%
+100
728
$21K ﹤0.01%
734
729
$20K ﹤0.01%
5,000
730
$20K ﹤0.01%
2,015
731
$20K ﹤0.01%
697
732
$20K ﹤0.01%
204
733
$20K ﹤0.01%
760
734
$20K ﹤0.01%
830
735
$20K ﹤0.01%
570
736
$20K ﹤0.01%
510
737
$20K ﹤0.01%
285
738
$20K ﹤0.01%
320
739
$20K ﹤0.01%
+1,555
740
$20K ﹤0.01%
268
741
$19K ﹤0.01%
730
742
$19K ﹤0.01%
1,286
743
$19K ﹤0.01%
400
744
$19K ﹤0.01%
1,435
745
$19K ﹤0.01%
462
746
$19K ﹤0.01%
324
747
$19K ﹤0.01%
613
748
$19K ﹤0.01%
360
749
$19K ﹤0.01%
564
750
$19K ﹤0.01%
124
28 29
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