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
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$896K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$810K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$798K

Top Sells

1
+$1.29M
2
+$1.28M
3
+$928K
4
T icon
AT&T
T
+$658K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
600
827
$9K ﹤0.01%
+616
828
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700
829
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672
830
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100
831
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240
832
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133
833
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834
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835
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100
836
$9K ﹤0.01%
500
-2,987
837
$9K ﹤0.01%
300
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$8K ﹤0.01%
691
839
$8K ﹤0.01%
150
840
$8K ﹤0.01%
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841
$8K ﹤0.01%
330
842
$8K ﹤0.01%
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843
$8K ﹤0.01%
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844
$8K ﹤0.01%
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845
$8K ﹤0.01%
160
846
$8K ﹤0.01%
1,105
847
$8K ﹤0.01%
+79
848
$8K ﹤0.01%
244
849
$7K ﹤0.01%
+310
850
$7K ﹤0.01%
+5,300
32 33
34
35 36