WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.64M
3
+$5.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.87M

Top Sells

1
+$5.91M
2
+$3.26M
3
+$3.16M
4
MBUU icon
Malibu Boats
MBUU
+$2.34M
5
BFAM icon
Bright Horizons
BFAM
+$2.17M

Sector Composition

1 Technology 19.76%
2 Healthcare 9.91%
3 Financials 9.54%
4 Consumer Discretionary 7.01%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$8K ﹤0.01%
140
952
$8K ﹤0.01%
151
-13
953
$8K ﹤0.01%
250
954
$8K ﹤0.01%
408
955
$8K ﹤0.01%
104
+1
956
$8K ﹤0.01%
175
957
$8K ﹤0.01%
231
+6
958
$8K ﹤0.01%
417
959
$8K ﹤0.01%
680
960
$8K ﹤0.01%
280
961
$8K ﹤0.01%
+225
962
$8K ﹤0.01%
200
963
$8K ﹤0.01%
448
964
$8K ﹤0.01%
66
965
$8K ﹤0.01%
78
966
$7K ﹤0.01%
159
967
$7K ﹤0.01%
110
968
$7K ﹤0.01%
90
969
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80
970
$7K ﹤0.01%
65
971
$7K ﹤0.01%
24
+5
972
$7K ﹤0.01%
130
973
$7K ﹤0.01%
254
-20
974
$7K ﹤0.01%
90
975
$7K ﹤0.01%
204
37 38
39
40 41