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
876
$5K ﹤0.01%
37
-226
877
$5K ﹤0.01%
90
878
$5K ﹤0.01%
151
879
$5K ﹤0.01%
138
880
$5K ﹤0.01%
+2,600
881
$5K ﹤0.01%
150
882
$5K ﹤0.01%
220
-431
883
$4K ﹤0.01%
68
884
$4K ﹤0.01%
146
885
$4K ﹤0.01%
85
886
$4K ﹤0.01%
517
887
$4K ﹤0.01%
100
888
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173
889
$4K ﹤0.01%
300
890
$4K ﹤0.01%
29
891
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224
892
$4K ﹤0.01%
110
893
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894
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895
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896
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+75
897
$4K ﹤0.01%
81
898
$4K ﹤0.01%
269
899
$4K ﹤0.01%
85
900
$4K ﹤0.01%
195
34 35
36
37 38