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
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.5M
3
+$2.06M
4
EOG icon
EOG Resources
EOG
+$2.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Top Sells

1
+$3.33M
2
+$2.09M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.59M
5
BA icon
Boeing
BA
+$1.52M

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%
1,406
-3,378
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
847
$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