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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
1076
$2K ﹤0.01%
104
1077
$1K ﹤0.01%
18
-2,472
1078
$1K ﹤0.01%
+3
1079
$1K ﹤0.01%
31
1080
$1K ﹤0.01%
25
1081
$1K ﹤0.01%
+13
1082
$1K ﹤0.01%
34
1083
$1K ﹤0.01%
75
-44,157
1084
$1K ﹤0.01%
23
+3
1085
$1K ﹤0.01%
+100
1086
$1K ﹤0.01%
68
1087
$1K ﹤0.01%
14
-27
1088
$1K ﹤0.01%
+8
1089
$1K ﹤0.01%
+23
1090
$1K ﹤0.01%
182
+31
1091
$1K ﹤0.01%
29
1092
$1K ﹤0.01%
84
1093
$1K ﹤0.01%
103
1094
$1K ﹤0.01%
15
1095
$1K ﹤0.01%
150
1096
$1K ﹤0.01%
28
1097
$1K ﹤0.01%
50
1098
$1K ﹤0.01%
+20
1099
$1K ﹤0.01%
+8
1100
$1K ﹤0.01%
27
42 43
44
45 46