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
951
$1K ﹤0.01%
11
952
$1K ﹤0.01%
135
953
$1K ﹤0.01%
26
954
$1K ﹤0.01%
1,046
955
$1K ﹤0.01%
57
956
$1K ﹤0.01%
26
957
$1K ﹤0.01%
44
958
$1K ﹤0.01%
135
-373
959
– –
-1,500
960
– –
-3,670
961
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-168
962
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-39
963
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964
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-9
965
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-556
966
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967
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968
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969
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970
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971
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972
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973
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-75
974
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-150
975
$0 ﹤0.01%
3
37 38
39
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