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
$1.57B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.5M
3
+$2.06M
4
EOG icon
EOG Resources
EOG
+$2.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Top Sells

1
+$3.33M
2
+$2.09M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.59M
5
BA icon
Boeing
BA
+$1.52M

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
101
$3.66M 0.23%
22,506
-7,037
102
$3.65M 0.23%
49,166
+2,186
103
$3.56M 0.23%
37,616
+1,097
104
$3.53M 0.23%
18,713
105
$3.48M 0.22%
18,230
-399
106
$3.35M 0.21%
67,029
-335
107
$3.26M 0.21%
9,879
+4,732
108
$3.15M 0.2%
99,590
+1,710
109
$3.14M 0.2%
14,288
+1,467
110
$3.07M 0.2%
113,484
+8,280
111
$3.05M 0.19%
18,085
-1,985
112
$3.04M 0.19%
23,728
+3,024
113
$3.03M 0.19%
17,788
+431
114
$3.03M 0.19%
45,397
-12,228
115
$2.97M 0.19%
12,302
+77
116
$2.92M 0.19%
35,977
+1,024
117
$2.86M 0.18%
9,650
-294
118
$2.85M 0.18%
15,855
+278
119
$2.71M 0.17%
136,342
+9,762
120
$2.69M 0.17%
48,010
+10,541
121
$2.68M 0.17%
19,573
+628
122
$2.65M 0.17%
26,028
+5,433
123
$2.64M 0.17%
27,793
+2,922
124
$2.63M 0.17%
47,475
+4,421
125
$2.62M 0.17%
28,179
3 4
5
6 7