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
726
$23K ﹤0.01%
859
-19
727
$23K ﹤0.01%
319
728
$23K ﹤0.01%
496
729
$22K ﹤0.01%
470
+385
730
$22K ﹤0.01%
+1,200
731
$22K ﹤0.01%
198
732
$22K ﹤0.01%
676
733
$22K ﹤0.01%
400
734
$22K ﹤0.01%
114
735
$22K ﹤0.01%
+1,920
736
$22K ﹤0.01%
+1,500
737
$21K ﹤0.01%
167
738
$21K ﹤0.01%
272
739
$21K ﹤0.01%
146
740
$21K ﹤0.01%
722
741
$21K ﹤0.01%
1,086
742
$21K ﹤0.01%
585
743
$21K ﹤0.01%
380
-11
744
$21K ﹤0.01%
177
745
$20K ﹤0.01%
403
+65
746
$20K ﹤0.01%
1,332
747
$20K ﹤0.01%
81
748
$20K ﹤0.01%
1,320
+45
749
$20K ﹤0.01%
320
750
$20K ﹤0.01%
228
28 29
30
31 32