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
826
$4K ﹤0.01%
70
827
$4K ﹤0.01%
54
828
$4K ﹤0.01%
47
829
$4K ﹤0.01%
120
830
$4K ﹤0.01%
500
831
$4K ﹤0.01%
564
832
$3K ﹤0.01%
68
833
$3K ﹤0.01%
56
-1,000
834
$3K ﹤0.01%
35
835
$3K ﹤0.01%
126
836
$3K ﹤0.01%
115
837
$3K ﹤0.01%
119
838
$3K ﹤0.01%
400
839
$3K ﹤0.01%
189
840
$3K ﹤0.01%
80
841
$3K ﹤0.01%
62
842
$3K ﹤0.01%
46
843
$3K ﹤0.01%
110
844
$3K ﹤0.01%
295
-1,670
845
$3K ﹤0.01%
+206
846
$3K ﹤0.01%
4
-49
847
$3K ﹤0.01%
309
+2
848
$2K ﹤0.01%
20
-221
849
$2K ﹤0.01%
75
850
$2K ﹤0.01%
44
-644
32 33
34
35 36