WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.82M
2
+$3.72M
3
+$3.26M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.19M
5
MCK icon
McKesson
MCK
+$1.05M

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
751
$20K ﹤0.01%
540
752
$20K ﹤0.01%
195
753
$20K ﹤0.01%
35
754
$20K ﹤0.01%
714
-150
755
$19K ﹤0.01%
+917
756
$19K ﹤0.01%
528
757
$19K ﹤0.01%
700
758
$19K ﹤0.01%
354
759
$19K ﹤0.01%
445
760
$18K ﹤0.01%
143
761
$18K ﹤0.01%
219
762
$18K ﹤0.01%
890
763
$18K ﹤0.01%
500
764
$18K ﹤0.01%
780
765
$18K ﹤0.01%
110
766
$18K ﹤0.01%
500
767
$18K ﹤0.01%
500
768
$18K ﹤0.01%
375
769
$17K ﹤0.01%
540
770
$17K ﹤0.01%
875
771
$17K ﹤0.01%
1,069
772
$17K ﹤0.01%
365
773
$17K ﹤0.01%
716
774
$17K ﹤0.01%
290
775
$16K ﹤0.01%
95
29 30
31
32 33