WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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%
210
877
$8K ﹤0.01%
598
-29
878
$8K ﹤0.01%
904
879
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90
880
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353
881
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100
882
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285
883
$8K ﹤0.01%
247
884
$7K ﹤0.01%
1,160
885
$7K ﹤0.01%
140
886
$7K ﹤0.01%
20
-1,200
887
$7K ﹤0.01%
189
888
$7K ﹤0.01%
270
889
$7K ﹤0.01%
118
890
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36
891
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56
892
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893
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895
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896
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898
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90
899
$7K ﹤0.01%
326
900
$7K ﹤0.01%
139
34 35
36
37 38