WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$2.94M
2
+$2.06M
3
+$1.96M
4
EOG icon
EOG Resources
EOG
+$1.78M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M

Top Sells

1
+$3.33M
2
+$1.85M
3
+$1.65M
4
ABBV icon
AbbVie
ABBV
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.39M

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
951
$4K ﹤0.01%
2,586
952
$4K ﹤0.01%
478
-486
953
$4K ﹤0.01%
100
954
$4K ﹤0.01%
328
955
$3K ﹤0.01%
565
956
$3K ﹤0.01%
118
957
$3K ﹤0.01%
+32
958
$3K ﹤0.01%
150
-1,250
959
$3K ﹤0.01%
40
960
$3K ﹤0.01%
62
961
$3K ﹤0.01%
131
-797
962
$3K ﹤0.01%
62
963
$3K ﹤0.01%
3
964
$3K ﹤0.01%
106
965
$3K ﹤0.01%
53
966
$3K ﹤0.01%
70
967
$3K ﹤0.01%
130
-65
968
$3K ﹤0.01%
151
969
$3K ﹤0.01%
+166
970
$2K ﹤0.01%
100
971
$2K ﹤0.01%
42
-259
972
$2K ﹤0.01%
85
973
$2K ﹤0.01%
100
974
$2K ﹤0.01%
20
975
$2K ﹤0.01%
20
-181
37 38
39
40 41