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
926
$5K ﹤0.01%
127
-1,938
927
$5K ﹤0.01%
705
928
$5K ﹤0.01%
207
929
$5K ﹤0.01%
75
-608
930
$5K ﹤0.01%
37
931
$5K ﹤0.01%
277
932
$5K ﹤0.01%
138
933
$5K ﹤0.01%
35
934
$4K ﹤0.01%
107
935
$4K ﹤0.01%
2,586
936
$4K ﹤0.01%
361
937
$4K ﹤0.01%
+32
938
$4K ﹤0.01%
100
939
$4K ﹤0.01%
24
940
$4K ﹤0.01%
68
941
$4K ﹤0.01%
300
942
$4K ﹤0.01%
328
943
$4K ﹤0.01%
200
944
$4K ﹤0.01%
61
945
$4K ﹤0.01%
111
946
$4K ﹤0.01%
+75
947
$4K ﹤0.01%
20
948
$4K ﹤0.01%
478
-486
949
$4K ﹤0.01%
+800
950
$4K ﹤0.01%
679
36 37
38
39 40