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
776
$16K ﹤0.01%
216
777
$16K ﹤0.01%
225
778
$16K ﹤0.01%
284
779
$16K ﹤0.01%
150
-150
780
$16K ﹤0.01%
950
781
$16K ﹤0.01%
366
782
$16K ﹤0.01%
116
783
$16K ﹤0.01%
1,200
+350
784
$15K ﹤0.01%
715
-34
785
$15K ﹤0.01%
320
-1,200
786
$15K ﹤0.01%
138
787
$15K ﹤0.01%
365
788
$14K ﹤0.01%
319
789
$14K ﹤0.01%
222
790
$14K ﹤0.01%
947
+243
791
$14K ﹤0.01%
600
792
$14K ﹤0.01%
209
793
$13K ﹤0.01%
189
794
$13K ﹤0.01%
300
795
$13K ﹤0.01%
360
796
$13K ﹤0.01%
624
797
$13K ﹤0.01%
135
798
$13K ﹤0.01%
200
799
$13K ﹤0.01%
456
800
$12K ﹤0.01%
219
30 31
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