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
76
$4.66M 0.37%
34,382
+504
77
$4.52M 0.35%
79,634
-1,500
78
$4.45M 0.35%
46,549
+2,815
79
$4.43M 0.35%
91,136
+8,012
80
$4.25M 0.33%
34,984
+5,685
81
$4.16M 0.33%
31,500
+796
82
$4.1M 0.32%
61,145
+1,591
83
$4.09M 0.32%
14,084
+115
84
$4M 0.31%
36,113
+3,910
85
$3.93M 0.31%
28,953
+1,800
86
$3.93M 0.31%
35,955
+160
87
$3.85M 0.3%
55,639
-981
88
$3.78M 0.3%
58,797
-202
89
$3.74M 0.29%
140,895
+7,933
90
$3.73M 0.29%
36,662
-750
91
$3.63M 0.28%
17,362
+494
92
$3.6M 0.28%
73,627
-1,709
93
$3.54M 0.28%
16,037
-15
94
$3.52M 0.28%
107,397
+4,386
95
$3.5M 0.27%
16,924
+3,365
96
$3.4M 0.27%
14,268
+867
97
$3.38M 0.27%
24,785
+514
98
$3.34M 0.26%
38,153
+4,322
99
$3.34M 0.26%
21,099
+1,662
100
$3.31M 0.26%
22,979
+1,817
2 3
4
5 6