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
1051
$3K ﹤0.01%
40
1052
$3K ﹤0.01%
+356
1053
$3K ﹤0.01%
166
1054
$2K ﹤0.01%
20
1055
$2K ﹤0.01%
34
1056
$2K ﹤0.01%
65
1057
$2K ﹤0.01%
220
-5,500
1058
$2K ﹤0.01%
85
1059
$2K ﹤0.01%
55
1060
$2K ﹤0.01%
500
1061
$2K ﹤0.01%
60
1062
$2K ﹤0.01%
20
1063
$2K ﹤0.01%
210
1064
$2K ﹤0.01%
112
1065
$2K ﹤0.01%
89
+15
1066
$2K ﹤0.01%
89
1067
$2K ﹤0.01%
85
1068
$2K ﹤0.01%
80
1069
$2K ﹤0.01%
11
1070
$2K ﹤0.01%
252
-7
1071
$2K ﹤0.01%
85
1072
$2K ﹤0.01%
600
1073
$2K ﹤0.01%
89
1074
$2K ﹤0.01%
104
1075
$2K ﹤0.01%
40
41 42
43
44 45