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
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$19K ﹤0.01%
876
827
$19K ﹤0.01%
1,000
828
$19K ﹤0.01%
+1,006
829
$19K ﹤0.01%
10,000
830
$18K ﹤0.01%
+1,257
831
$18K ﹤0.01%
345
832
$18K ﹤0.01%
635
833
$18K ﹤0.01%
276
+7
834
$18K ﹤0.01%
335
835
$18K ﹤0.01%
282
-161
836
$17K ﹤0.01%
600
837
$17K ﹤0.01%
500
838
$17K ﹤0.01%
+2,820
839
$17K ﹤0.01%
89
840
$17K ﹤0.01%
161
841
$17K ﹤0.01%
600
842
$17K ﹤0.01%
94
843
$17K ﹤0.01%
95
844
$16K ﹤0.01%
333
+4
845
$16K ﹤0.01%
270
846
$16K ﹤0.01%
269
+69
847
$16K ﹤0.01%
471
+307
848
$16K ﹤0.01%
585
849
$16K ﹤0.01%
473
-3,557
850
$16K ﹤0.01%
694
-58
32 33
34
35 36