WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
-4.64%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$2.76B
AUM Growth
+$18.1M
(+0.66%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
30.39%
Holding
1,139
New
71
Increased
327
Reduced
140
Closed
28
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.08M |
| 2 |
Apple
AAPL
|
+$8.92M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.28M |
| 4 |
Amazon
AMZN
|
+$7.07M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$6.59M |
Top Sells
| 1 |
Monarch Casino & Resort
MCRI
|
+$3.05M |
| 2 |
Gilead Sciences
GILD
|
+$1.95M |
| 3 |
PayPal
PYPL
|
+$1.86M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$1.6M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
+$1.04M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Financials | 9.77% |
| 3 | Healthcare | 8.75% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 6.25% |
