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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
1126
$0 ﹤0.01%
+2
1127
– –
-805
1128
– –
-53
1129
– –
-2,195
1130
$0 ﹤0.01%
+5
1131
– –
-4,600
1132
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1133
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1134
$0 ﹤0.01%
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-17,746
1136
$0 ﹤0.01%
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1137
$0 ﹤0.01%
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1138
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6
1139
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0
1140
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-40,363
1141
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1142
$0 ﹤0.01%
+12
1143
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+4
1144
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1146
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1148
$0 ﹤0.01%
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1149
$0 ﹤0.01%
11
1150
$0 ﹤0.01%
3
44 45
46
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