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
901
$7K ﹤0.01%
+2,000
902
$7K ﹤0.01%
350
903
$6K ﹤0.01%
77
904
$6K ﹤0.01%
275
905
$6K ﹤0.01%
30
906
$6K ﹤0.01%
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
$6K ﹤0.01%
280
914
$6K ﹤0.01%
320
915
$5K ﹤0.01%
200
916
$5K ﹤0.01%
294
917
$5K ﹤0.01%
35
918
$5K ﹤0.01%
517
919
$5K ﹤0.01%
80
920
$5K ﹤0.01%
33
921
$5K ﹤0.01%
165
922
$5K ﹤0.01%
55
923
$5K ﹤0.01%
820
924
$5K ﹤0.01%
60
925
$5K ﹤0.01%
127
-1,938
35 36
37
38 39