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

Top Buys

1
+$4.82M
2
+$3.72M
3
+$3.26M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.61M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.19M
5
MCK icon
McKesson
MCK
+$1.05M

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%
24
927
$2K ﹤0.01%
26
928
$2K ﹤0.01%
51
-69
929
$2K ﹤0.01%
40
930
$2K ﹤0.01%
34
931
$2K ﹤0.01%
41
-2,396
932
$2K ﹤0.01%
14
933
$2K ﹤0.01%
110
934
$2K ﹤0.01%
67
935
$2K ﹤0.01%
32
936
$2K ﹤0.01%
100
937
$2K ﹤0.01%
47
-83
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%
27
944
$1K ﹤0.01%
20
945
$1K ﹤0.01%
44
946
$1K ﹤0.01%
135
-373
947
$1K ﹤0.01%
11
948
$1K ﹤0.01%
15
949
$1K ﹤0.01%
40
950
$1K ﹤0.01%
30
36 37
38
39 40