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
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%
445
756
$19K ﹤0.01%
354
757
$19K ﹤0.01%
700
758
$19K ﹤0.01%
528
759
$19K ﹤0.01%
+917
760
$18K ﹤0.01%
375
761
$18K ﹤0.01%
500
762
$18K ﹤0.01%
500
763
$18K ﹤0.01%
110
764
$18K ﹤0.01%
780
765
$18K ﹤0.01%
500
766
$18K ﹤0.01%
890
767
$18K ﹤0.01%
143
768
$18K ﹤0.01%
219
769
$17K ﹤0.01%
290
770
$17K ﹤0.01%
716
771
$17K ﹤0.01%
365
772
$17K ﹤0.01%
1,069
773
$17K ﹤0.01%
875
774
$17K ﹤0.01%
540
775
$16K ﹤0.01%
1,200
+350