WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.76M
3
+$3.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Top Sells

1
+$2.08M
2
+$2M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.18M
5
MCK icon
McKesson
MCK
+$960K

Sector Composition

1 Technology 12.97%
2 Financials 11.26%
3 Healthcare 10.21%
4 Industrials 7.41%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.26%
115,764
-204
102
$3.27M 0.26%
43,714
+2,205
103
$3.25M 0.25%
22,538
-502
104
$3.14M 0.25%
46,327
-497
105
$2.99M 0.23%
18,411
+762
106
$2.98M 0.23%
44,594
+3,856
107
$2.98M 0.23%
36,504
-120
108
$2.98M 0.23%
57,448
-5,364
109
$2.93M 0.23%
144,569
-9,970
110
$2.87M 0.22%
61,337
+4,809
111
$2.87M 0.22%
483,760
+152,320
112
$2.85M 0.22%
35,196
+4,140
113
$2.83M 0.22%
36,249
+290
114
$2.73M 0.21%
34,336
+123
115
$2.57M 0.2%
15,126
+1,114
116
$2.56M 0.2%
18,095
-90
117
$2.56M 0.2%
19,188
-7,198
118
$2.54M 0.2%
18,899
+170
119
$2.53M 0.2%
18,283
-720
120
$2.51M 0.2%
49,805
+18,745
121
$2.47M 0.19%
20,188
-1,456
122
$2.47M 0.19%
14,794
+3,723
123
$2.41M 0.19%
25,302
+7,223
124
$2.38M 0.19%
42,266
-2,070
125
$2.35M 0.18%
44,395
3 4
5
6 7