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
776
$16K ﹤0.01%
116
777
$16K ﹤0.01%
366
778
$16K ﹤0.01%
950
779
$16K ﹤0.01%
150
-150
780
$16K ﹤0.01%
284
781
$16K ﹤0.01%
225
782
$16K ﹤0.01%
216
783
$16K ﹤0.01%
95
784
$15K ﹤0.01%
365
785
$15K ﹤0.01%
138
786
$15K ﹤0.01%
320
-1,200
787
$15K ﹤0.01%
715
-34
788
$14K ﹤0.01%
209
789
$14K ﹤0.01%
222
790
$14K ﹤0.01%
600
791
$14K ﹤0.01%
319
792
$14K ﹤0.01%
947
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793
$13K ﹤0.01%
456
794
$13K ﹤0.01%
200
795
$13K ﹤0.01%
135
796
$13K ﹤0.01%
300
797
$13K ﹤0.01%
624
798
$13K ﹤0.01%
189
799
$13K ﹤0.01%
360
800
$12K ﹤0.01%
175
30 31
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