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
926
$2K ﹤0.01%
61
927
$2K ﹤0.01%
11
928
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52
929
$2K ﹤0.01%
150
930
$2K ﹤0.01%
24
931
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932
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40
933
$2K ﹤0.01%
34
934
$2K ﹤0.01%
41
-2,396
935
$2K ﹤0.01%
14
936
$2K ﹤0.01%
110
937
$2K ﹤0.01%
67
938
$2K ﹤0.01%
1,831
939
$2K ﹤0.01%
204
940
$2K ﹤0.01%
100
941
$1K ﹤0.01%
20
942
$1K ﹤0.01%
74
943
$1K ﹤0.01%
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944
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20
945
$1K ﹤0.01%
26
946
$1K ﹤0.01%
44
947
$1K ﹤0.01%
135
-373
948
$1K ﹤0.01%
11
949
$1K ﹤0.01%
15
950
$1K ﹤0.01%
40
36 37
38
39 40