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
876
$8K ﹤0.01%
200
877
$8K ﹤0.01%
250
878
$8K ﹤0.01%
652
-29
879
$8K ﹤0.01%
285
880
$8K ﹤0.01%
247
881
$8K ﹤0.01%
210
882
$8K ﹤0.01%
598
-29
883
$8K ﹤0.01%
904
884
$7K ﹤0.01%
20
-1,200
885
$7K ﹤0.01%
189
886
$7K ﹤0.01%
270
887
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118
888
$7K ﹤0.01%
36
889
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56
890
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229
891
$7K ﹤0.01%
80
892
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895
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182
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$7K ﹤0.01%
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897
$7K ﹤0.01%
+2,000
898
$7K ﹤0.01%
350
899
$7K ﹤0.01%
140
900
$7K ﹤0.01%
1,160
34 35
36
37 38