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
$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
976
$2K ﹤0.01%
85
977
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978
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+29
979
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980
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981
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982
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2
983
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984
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985
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12
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987
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4
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991
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992
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994
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806
995
$0 ﹤0.01%
3
996
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5
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7
998
– –
-33,550
999
– –
-1,155
1000
$0 ﹤0.01%
80
38 39
40
41 42