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
951
$4K ﹤0.01%
204
952
$4K ﹤0.01%
220
953
$4K ﹤0.01%
95
954
$4K ﹤0.01%
+37
955
$3K ﹤0.01%
118
956
$3K ﹤0.01%
+32
957
$3K ﹤0.01%
150
-1,250
958
$3K ﹤0.01%
40
959
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62
960
$3K ﹤0.01%
131
-797
961
$3K ﹤0.01%
62
962
$3K ﹤0.01%
3
963
$3K ﹤0.01%
106
964
$3K ﹤0.01%
53
965
$3K ﹤0.01%
70
966
$3K ﹤0.01%
130
-65
967
$3K ﹤0.01%
151
968
$3K ﹤0.01%
565
969
$3K ﹤0.01%
+166
970
$2K ﹤0.01%
20
971
$2K ﹤0.01%
20
-181
972
$2K ﹤0.01%
100
973
$2K ﹤0.01%
109
974
$2K ﹤0.01%
100
975
$2K ﹤0.01%
42
-259
37 38
39
40 41