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
826
$11K ﹤0.01%
203
827
$11K ﹤0.01%
192
+65
828
$11K ﹤0.01%
2,284
-19,915
829
$11K ﹤0.01%
30
830
$11K ﹤0.01%
533
831
$11K ﹤0.01%
94
832
$11K ﹤0.01%
219
833
$10K ﹤0.01%
1,418
-3,406
834
$10K ﹤0.01%
1,034
835
$10K ﹤0.01%
150
836
$10K ﹤0.01%
500
837
$10K ﹤0.01%
100
838
$10K ﹤0.01%
554
839
$10K ﹤0.01%
200
840
$10K ﹤0.01%
257
841
$10K ﹤0.01%
300
842
$10K ﹤0.01%
135
843
$10K ﹤0.01%
200
844
$10K ﹤0.01%
468
845
$10K ﹤0.01%
340
846
$10K ﹤0.01%
263
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$10K ﹤0.01%
2,000
-2,000
848
$9K ﹤0.01%
88
849
$9K ﹤0.01%
+200
850
$9K ﹤0.01%
145
32 33
34
35 36