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
851
$2K ﹤0.01%
68
-2,240
852
$2K ﹤0.01%
93
853
$2K ﹤0.01%
99
854
$2K ﹤0.01%
61
855
$2K ﹤0.01%
11
856
$2K ﹤0.01%
85
-525
857
$2K ﹤0.01%
250
858
$2K ﹤0.01%
+140
859
$2K ﹤0.01%
68
860
$2K ﹤0.01%
1
861
$2K ﹤0.01%
278
862
$2K ﹤0.01%
320
863
$2K ﹤0.01%
20
-221
864
$1K ﹤0.01%
+309
865
$1K ﹤0.01%
74
866
$1K ﹤0.01%
20
867
$1K ﹤0.01%
34
868
$1K ﹤0.01%
31
869
$1K ﹤0.01%
15
870
$1K ﹤0.01%
50
871
$1K ﹤0.01%
40
872
$1K ﹤0.01%
30
873
$1K ﹤0.01%
115
-80
874
$1K ﹤0.01%
12
875
$1K ﹤0.01%
+107
33 34
35
36 37