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
776
$9K ﹤0.01%
350
777
$9K ﹤0.01%
1,275
778
$8K ﹤0.01%
115
779
$8K ﹤0.01%
+100
780
$8K ﹤0.01%
174
781
$8K ﹤0.01%
10,488
-10,236
782
$8K ﹤0.01%
112
-1,292
783
$8K ﹤0.01%
+456
784
$8K ﹤0.01%
200
785
$8K ﹤0.01%
200
786
$8K ﹤0.01%
1,105
787
$8K ﹤0.01%
252
-353
788
$8K ﹤0.01%
+201
789
$8K ﹤0.01%
500
790
$8K ﹤0.01%
219
791
$8K ﹤0.01%
506
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792
$7K ﹤0.01%
131
793
$7K ﹤0.01%
52
794
$7K ﹤0.01%
2,283
795
$7K ﹤0.01%
281
796
$7K ﹤0.01%
+250
797
$7K ﹤0.01%
197
798
$7K ﹤0.01%
600
-2,500
799
$7K ﹤0.01%
600
800
$7K ﹤0.01%
268
30 31
32
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