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
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
776
$16K ﹤0.01%
10,000
777
$16K ﹤0.01%
144
778
$16K ﹤0.01%
194
779
$16K ﹤0.01%
99
780
$16K ﹤0.01%
102
781
$16K ﹤0.01%
+2,780
782
$16K ﹤0.01%
+3,000
783
$16K ﹤0.01%
303
784
$16K ﹤0.01%
150
785
$15K ﹤0.01%
710
786
$15K ﹤0.01%
500
787
$15K ﹤0.01%
500
788
$15K ﹤0.01%
890
789
$15K ﹤0.01%
183
790
$14K ﹤0.01%
175
791
$14K ﹤0.01%
354
792
$14K ﹤0.01%
1,363
-45
793
$14K ﹤0.01%
440
+220
794
$14K ﹤0.01%
+500
795
$14K ﹤0.01%
155
796
$14K ﹤0.01%
139
797
$14K ﹤0.01%
270
798
$14K ﹤0.01%
222
799
$14K ﹤0.01%
187
800
$13K ﹤0.01%
600
30 31
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