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
126
$2.6M 0.17%
18,050
127
$2.52M 0.16%
12,184
+218
128
$2.5M 0.16%
16,197
+1,525
129
$2.5M 0.16%
+28,585
130
$2.47M 0.16%
272,329
+27,043
131
$2.47M 0.16%
41,569
+3,071
132
$2.44M 0.16%
13,698
+2,829
133
$2.42M 0.15%
28,388
-500
134
$2.31M 0.15%
28,692
-2,114
135
$2.25M 0.14%
106,273
+795
136
$2.25M 0.14%
41,877
+300
137
$2.23M 0.14%
23,542
-470
138
$2.18M 0.14%
7,707
+1,049
139
$2.15M 0.14%
83,915
+5,992
140
$2.11M 0.13%
19,040
-244
141
$2.11M 0.13%
25,217
+24,266
142
$2.05M 0.13%
29,742
-311
143
$2.04M 0.13%
75,592
+7,752
144
$2.03M 0.13%
57,644
-19,982
145
$2.02M 0.13%
69,805
146
$2M 0.13%
31,701
+6,747
147
$1.98M 0.13%
21,132
+994
148
$1.98M 0.13%
22,386
+720
149
$1.97M 0.13%
38,461
+2,647
150
$1.96M 0.13%
34,282
+1,621
4 5
6
7 8