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
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$22K ﹤0.01%
+386
802
$22K ﹤0.01%
157
+23
803
$22K ﹤0.01%
+412
804
$22K ﹤0.01%
760
805
$21K ﹤0.01%
243
-21,837
806
$21K ﹤0.01%
517
807
$21K ﹤0.01%
102
808
$21K ﹤0.01%
91
-72
809
$21K ﹤0.01%
1,886
810
$21K ﹤0.01%
244
+150
811
$20K ﹤0.01%
1,034
812
$20K ﹤0.01%
308
813
$20K ﹤0.01%
171
+17
814
$20K ﹤0.01%
1,480
+960
815
$20K ﹤0.01%
66
+13
816
$20K ﹤0.01%
30
817
$20K ﹤0.01%
739
818
$19K ﹤0.01%
355
+115
819
$19K ﹤0.01%
81
+53
820
$19K ﹤0.01%
743
821
$19K ﹤0.01%
1,093
822
$19K ﹤0.01%
155
-9
823
$19K ﹤0.01%
750
824
$19K ﹤0.01%
+1,746
825
$19K ﹤0.01%
90
+59
31 32
33
34 35