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
851
$7K ﹤0.01%
350
852
$7K ﹤0.01%
120
-37
853
$7K ﹤0.01%
247
-750
854
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225
-411
855
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150
856
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275
857
$6K ﹤0.01%
137
858
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60
859
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200
860
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52
861
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118
862
$6K ﹤0.01%
392
863
$6K ﹤0.01%
250
864
$6K ﹤0.01%
80
865
$6K ﹤0.01%
160
866
$6K ﹤0.01%
160
-80
867
$6K ﹤0.01%
24
868
$5K ﹤0.01%
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869
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294
-580
870
$5K ﹤0.01%
817
-300
871
$5K ﹤0.01%
192
872
$5K ﹤0.01%
80
873
$5K ﹤0.01%
106
874
$5K ﹤0.01%
705
875
$5K ﹤0.01%
47
-15
33 34
35
36 37