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
726
$25K ﹤0.01%
183
727
$24K ﹤0.01%
304
728
$24K ﹤0.01%
990
729
$24K ﹤0.01%
676
730
$24K ﹤0.01%
768
731
$24K ﹤0.01%
600
-627
732
$24K ﹤0.01%
799
733
$23K ﹤0.01%
393
734
$23K ﹤0.01%
474
735
$23K ﹤0.01%
315
736
$23K ﹤0.01%
+379
737
$23K ﹤0.01%
600
738
$22K ﹤0.01%
540
739
$22K ﹤0.01%
1,000
740
$22K ﹤0.01%
133
741
$21K ﹤0.01%
708
-32
742
$21K ﹤0.01%
280
743
$21K ﹤0.01%
400
744
$21K ﹤0.01%
198
745
$21K ﹤0.01%
760
746
$21K ﹤0.01%
165
747
$21K ﹤0.01%
135
748
$21K ﹤0.01%
1,264
749
$21K ﹤0.01%
2,200
-3,344
750
$20K ﹤0.01%
786
+196
28 29
30
31 32