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
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.76M
3
+$3.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Top Sells

1
+$2.08M
2
+$2M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.18M
5
MCK icon
McKesson
MCK
+$960K

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
901
$4K ﹤0.01%
96
902
$4K ﹤0.01%
266
903
$4K ﹤0.01%
95
904
$3K ﹤0.01%
76
905
$3K ﹤0.01%
90
-2
906
$3K ﹤0.01%
39
907
$3K ﹤0.01%
2,980
908
$3K ﹤0.01%
85
909
$3K ﹤0.01%
100
910
$3K ﹤0.01%
68
911
$3K ﹤0.01%
62
912
$3K ﹤0.01%
3
913
$3K ﹤0.01%
195
914
$3K ﹤0.01%
61
915
$3K ﹤0.01%
29
-109
916
$3K ﹤0.01%
60
-80
917
$3K ﹤0.01%
20
918
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35
919
$3K ﹤0.01%
+300
920
$3K ﹤0.01%
70
921
$3K ﹤0.01%
200
922
$2K ﹤0.01%
51
-69
923
$2K ﹤0.01%
32
924
$2K ﹤0.01%
100
925
$2K ﹤0.01%
47
-83
35 36
37
38 39