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
751
$19K ﹤0.01%
265
752
$18K ﹤0.01%
230
753
$18K ﹤0.01%
393
754
$18K ﹤0.01%
1,297
755
$18K ﹤0.01%
700
756
$18K ﹤0.01%
750
757
$18K ﹤0.01%
645
758
$18K ﹤0.01%
+520
759
$18K ﹤0.01%
316
760
$18K ﹤0.01%
1,036
761
$18K ﹤0.01%
1,476
762
$18K ﹤0.01%
340
763
$17K ﹤0.01%
510
764
$17K ﹤0.01%
665
765
$17K ﹤0.01%
527
766
$17K ﹤0.01%
888
767
$17K ﹤0.01%
624
768
$17K ﹤0.01%
1,250
769
$16K ﹤0.01%
275
770
$16K ﹤0.01%
95
771
$15K ﹤0.01%
486
772
$15K ﹤0.01%
65
773
$15K ﹤0.01%
237
774
$15K ﹤0.01%
211
775
$15K ﹤0.01%
349
29 30
31
32 33