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%
30
952
$1K ﹤0.01%
100
-396
953
$1K ﹤0.01%
68
954
$1K ﹤0.01%
11
955
$1K ﹤0.01%
135
956
$1K ﹤0.01%
26
957
$1K ﹤0.01%
1,046
958
$1K ﹤0.01%
57
959
– –
-3,350
960
$0 ﹤0.01%
15
961
– –
-189
962
– –
-100
963
$0 ﹤0.01%
10
964
– –
-249
965
– –
-1,000
966
– –
-16
967
– –
-1,400
968
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-1,500
969
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-1,000
970
– –
-32
971
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972
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973
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974
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-400
975
– –
-3,670
37 38
39
40 41