WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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%
80
977
$2K ﹤0.01%
148
978
$2K ﹤0.01%
109
979
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+29
980
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35
981
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982
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2
983
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75
-5,160
984
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985
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30
986
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4
987
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100
988
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68
989
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11
990
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135
991
$1K ﹤0.01%
806
992
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44
993
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12
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994
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11
995
– –
-800
996
– –
-76
997
– –
-39
998
$0 ﹤0.01%
38
-1,388
999
$0 ﹤0.01%
8
1000
$0 ﹤0.01%
3
38 39
40
41 42