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
751
$20K ﹤0.01%
600
752
$20K ﹤0.01%
873
-414
753
$19K ﹤0.01%
400
-480
754
$19K ﹤0.01%
150
755
$19K ﹤0.01%
762
-4,483
756
$19K ﹤0.01%
1,244
+329
757
$19K ﹤0.01%
417
758
$19K ﹤0.01%
1,289
759
$19K ﹤0.01%
1,070
760
$19K ﹤0.01%
760
761
$19K ﹤0.01%
1,000
762
$19K ﹤0.01%
50
763
$19K ﹤0.01%
525
764
$19K ﹤0.01%
350
765
$19K ﹤0.01%
3,600
766
$19K ﹤0.01%
273
767
$19K ﹤0.01%
45
768
$19K ﹤0.01%
312
769
$18K ﹤0.01%
1,330
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770
$18K ﹤0.01%
400
771
$18K ﹤0.01%
202
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772
$18K ﹤0.01%
+520
773
$17K ﹤0.01%
366
774
$17K ﹤0.01%
228
775
$17K ﹤0.01%
300
29 30
31
32 33