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
76
$5.79M 0.37%
42,541
+463
77
$5.75M 0.37%
127,897
+7,443
78
$5.64M 0.36%
26,488
+2,450
79
$5.57M 0.36%
62,907
-18,892
80
$5.53M 0.35%
104,365
-5,807
81
$5.37M 0.34%
56,494
+9,922
82
$5.28M 0.34%
25,092
+1,086
83
$5.11M 0.33%
47,477
+217
84
$4.95M 0.32%
52,205
+3,481
85
$4.92M 0.31%
9,790
-984
86
$4.91M 0.31%
88,669
-8,093
87
$4.83M 0.31%
59,987
+646
88
$4.79M 0.31%
16,289
-555
89
$4.71M 0.3%
37,789
+465
90
$4.64M 0.3%
31,433
-1,960
91
$4.42M 0.28%
50,250
-9,954
92
$4.37M 0.28%
110,295
+723
93
$4.16M 0.27%
24,507
+1,849
94
$4.12M 0.26%
17,931
+765
95
$4.03M 0.26%
32,394
-5,774
96
$3.96M 0.25%
674,040
+44,000
97
$3.94M 0.25%
82,873
-5,489
98
$3.88M 0.25%
41,449
+3
99
$3.81M 0.24%
49,904
-3,200
100
$3.68M 0.24%
20,371
-142
2 3
4
5 6