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
901
$7K ﹤0.01%
+2,000
902
$7K ﹤0.01%
350
903
$6K ﹤0.01%
77
904
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275
905
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30
906
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84
907
$6K ﹤0.01%
392
908
$6K ﹤0.01%
173
909
$6K ﹤0.01%
1,175
-22
910
$6K ﹤0.01%
282
911
$6K ﹤0.01%
47
912
$6K ﹤0.01%
274
913
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914
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320
915
$5K ﹤0.01%
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916
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55
917
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820
918
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919
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920
$5K ﹤0.01%
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921
$5K ﹤0.01%
102
922
$5K ﹤0.01%
35
923
$5K ﹤0.01%
517
924
$5K ﹤0.01%
80
925
$5K ﹤0.01%
33
35 36
37
38 39