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
801
$7K ﹤0.01%
422
-1
802
$7K ﹤0.01%
750
803
$6K ﹤0.01%
52
804
$6K ﹤0.01%
672
805
$6K ﹤0.01%
95
806
$6K ﹤0.01%
300
807
$6K ﹤0.01%
145
808
$6K ﹤0.01%
75
809
$6K ﹤0.01%
153
810
$6K ﹤0.01%
1,405
811
$6K ﹤0.01%
127
812
$6K ﹤0.01%
155
813
$6K ﹤0.01%
1,735
814
$6K ﹤0.01%
58
815
$6K ﹤0.01%
100
816
$5K ﹤0.01%
40
817
$5K ﹤0.01%
150
818
$5K ﹤0.01%
144
819
$5K ﹤0.01%
330
820
$5K ﹤0.01%
300
821
$4K ﹤0.01%
165
822
$4K ﹤0.01%
+200
823
$4K ﹤0.01%
188
824
$4K ﹤0.01%
185
825
$4K ﹤0.01%
+438
31 32
33
34 35