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
751
$12K ﹤0.01%
480
752
$12K ﹤0.01%
500
753
$12K ﹤0.01%
50
754
$11K ﹤0.01%
1,160
755
$11K ﹤0.01%
325
756
$11K ﹤0.01%
225
757
$11K ﹤0.01%
310
758
$11K ﹤0.01%
600
759
$11K ﹤0.01%
527
760
$11K ﹤0.01%
375
-450
761
$11K ﹤0.01%
268
-1,225
762
$11K ﹤0.01%
1,148
763
$10K ﹤0.01%
150
764
$10K ﹤0.01%
211
765
$10K ﹤0.01%
+200
766
$10K ﹤0.01%
160
767
$10K ﹤0.01%
1,165
768
$10K ﹤0.01%
240
769
$10K ﹤0.01%
222
770
$10K ﹤0.01%
100
771
$10K ﹤0.01%
288
772
$10K ﹤0.01%
340
773
$9K ﹤0.01%
55
774
$9K ﹤0.01%
1,300
-900
775
$9K ﹤0.01%
290
29 30
31
32 33