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
801
$13K ﹤0.01%
115
802
$13K ﹤0.01%
+194
803
$13K ﹤0.01%
300
804
$13K ﹤0.01%
600
805
$13K ﹤0.01%
574
-266
806
$12K ﹤0.01%
716
807
$12K ﹤0.01%
197
808
$12K ﹤0.01%
700
809
$12K ﹤0.01%
528
810
$12K ﹤0.01%
+1,000
811
$12K ﹤0.01%
200
812
$12K ﹤0.01%
1,265
813
$12K ﹤0.01%
40
814
$12K ﹤0.01%
570
815
$12K ﹤0.01%
565
816
$12K ﹤0.01%
175
817
$11K ﹤0.01%
+1,020
818
$11K ﹤0.01%
131
819
$11K ﹤0.01%
149
820
$11K ﹤0.01%
325
821
$11K ﹤0.01%
105
822
$11K ﹤0.01%
467
823
$11K ﹤0.01%
255
824
$11K ﹤0.01%
250
825
$11K ﹤0.01%
180
31 32
33
34 35