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
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$3.72M
3
+$3.26M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.19M
5
MCK icon
McKesson
MCK
+$1.05M

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
826
$9K ﹤0.01%
105
827
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300
828
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30
829
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504
830
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831
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505
832
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833
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834
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835
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836
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838
$8K ﹤0.01%
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839
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840
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250
-250
841
$7K ﹤0.01%
52
842
$7K ﹤0.01%
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843
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545
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844
$7K ﹤0.01%
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845
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846
$7K ﹤0.01%
255
847
$7K ﹤0.01%
152
848
$7K ﹤0.01%
54
849
$7K ﹤0.01%
127
850
$7K ﹤0.01%
225
32 33
34
35 36