WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$31K ﹤0.01%
390
+178
752
$31K ﹤0.01%
440
753
$31K ﹤0.01%
+851
754
$31K ﹤0.01%
923
755
$30K ﹤0.01%
5,000
756
$30K ﹤0.01%
319
+104
757
$30K ﹤0.01%
315
-665
758
$30K ﹤0.01%
146
+95
759
$30K ﹤0.01%
102
+66
760
$29K ﹤0.01%
2,924
-294
761
$29K ﹤0.01%
372
+2
762
$28K ﹤0.01%
830
+535
763
$28K ﹤0.01%
292
+8
764
$28K ﹤0.01%
180
765
$28K ﹤0.01%
+4,093
766
$28K ﹤0.01%
445
+68
767
$28K ﹤0.01%
+1,603
768
$28K ﹤0.01%
10,000
769
$28K ﹤0.01%
1,920
770
$27K ﹤0.01%
279
+6
771
$27K ﹤0.01%
248
-12
772
$27K ﹤0.01%
574
+6
773
$27K ﹤0.01%
3,000
774
$26K ﹤0.01%
501
775
$26K ﹤0.01%
342
-789
29 30
31
32 33