WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$12K ﹤0.01%
+176
902
$12K ﹤0.01%
210
903
$12K ﹤0.01%
587
904
$12K ﹤0.01%
+98
905
$12K ﹤0.01%
175
906
$12K ﹤0.01%
352
907
$11K ﹤0.01%
4,295
908
$11K ﹤0.01%
144
+37
909
$11K ﹤0.01%
646
910
$11K ﹤0.01%
118
+3
911
$11K ﹤0.01%
431
-176
912
$11K ﹤0.01%
248
913
$11K ﹤0.01%
600
914
$11K ﹤0.01%
165
915
$11K ﹤0.01%
300
916
$10K ﹤0.01%
482
917
$10K ﹤0.01%
350
918
$10K ﹤0.01%
239
919
$10K ﹤0.01%
2,000
920
$10K ﹤0.01%
36
921
$10K ﹤0.01%
25
922
$10K ﹤0.01%
330
923
$10K ﹤0.01%
100
924
$10K ﹤0.01%
1,000
925
$10K ﹤0.01%
115
35 36
37
38 39