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
801
$12K ﹤0.01%
140
802
$12K ﹤0.01%
150
803
$12K ﹤0.01%
600
804
$12K ﹤0.01%
300
805
$12K ﹤0.01%
500
806
$12K ﹤0.01%
219
807
$11K ﹤0.01%
1,160
808
$11K ﹤0.01%
1,034
809
$11K ﹤0.01%
455
810
$11K ﹤0.01%
200
-300
811
$11K ﹤0.01%
300
812
$11K ﹤0.01%
140
813
$10K ﹤0.01%
450
814
$10K ﹤0.01%
149
815
$10K ﹤0.01%
+10,000
816
$10K ﹤0.01%
325
817
$10K ﹤0.01%
100
818
$10K ﹤0.01%
554
819
$10K ﹤0.01%
50
820
$10K ﹤0.01%
115
821
$10K ﹤0.01%
168
822
$9K ﹤0.01%
150
823
$9K ﹤0.01%
164
-62
824
$9K ﹤0.01%
81
+25
825
$9K ﹤0.01%
131
31 32
33
34 35