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
726
$14K ﹤0.01%
90
727
$14K ﹤0.01%
133
728
$14K ﹤0.01%
334
729
$14K ﹤0.01%
187
730
$14K ﹤0.01%
335
731
$14K ﹤0.01%
295
732
$13K ﹤0.01%
1,034
733
$13K ﹤0.01%
950
734
$13K ﹤0.01%
700
735
$13K ﹤0.01%
486
736
$13K ﹤0.01%
+135
737
$13K ﹤0.01%
830
738
$13K ﹤0.01%
1,375
739
$13K ﹤0.01%
225
740
$13K ﹤0.01%
280
741
$13K ﹤0.01%
200
742
$13K ﹤0.01%
1,790
743
$13K ﹤0.01%
290
744
$12K ﹤0.01%
920
745
$12K ﹤0.01%
600
746
$12K ﹤0.01%
740
747
$12K ﹤0.01%
686
748
$12K ﹤0.01%
1,158
749
$12K ﹤0.01%
524
750
$12K ﹤0.01%
35
28 29
30
31 32