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
151
$1.9M 0.12%
13,758
-860
152
$1.9M 0.12%
16,768
-229
153
$1.88M 0.12%
13,667
-188
154
$1.85M 0.12%
81,384
+17,552
155
$1.8M 0.11%
30,465
-2,836
156
$1.74M 0.11%
18,443
+1,089
157
$1.73M 0.11%
8,763
158
$1.72M 0.11%
4,949
+1,095
159
$1.69M 0.11%
25,152
+1,150
160
$1.67M 0.11%
26,000
-324
161
$1.66M 0.11%
17,696
+455
162
$1.62M 0.1%
29,684
-207
163
$1.62M 0.1%
9,225
164
$1.6M 0.1%
9,262
+40
165
$1.6M 0.1%
17,905
+121
166
$1.59M 0.1%
6,768
-20
167
$1.58M 0.1%
13,519
+106
168
$1.56M 0.1%
13,966
+1,832
169
$1.55M 0.1%
15,555
+176
170
$1.55M 0.1%
12,062
171
$1.53M 0.1%
5,187
+5,045
172
$1.52M 0.1%
13,555
+2,124
173
$1.52M 0.1%
10,462
+2,203
174
$1.52M 0.1%
7,245
-20
175
$1.49M 0.1%
15,181
-54
5 6
7
8 9