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
176
$1.16M 0.09%
21,838
+1,042
177
$1.13M 0.09%
20,192
-1,985
178
$1.12M 0.09%
12,470
+109
179
$1.11M 0.09%
25,050
-2,167
180
$1.1M 0.09%
18,490
+1,132
181
$1.1M 0.09%
33,288
182
$1.08M 0.08%
26,725
-3,500
183
$1.08M 0.08%
6,918
-140
184
$1.07M 0.08%
5,522
-110
185
$1.01M 0.08%
77,381
-9,187
186
$1M 0.08%
22,415
+221
187
$987K 0.08%
784
188
$960K 0.08%
8,145
+375
189
$952K 0.07%
31,551
-4,802
190
$949K 0.07%
21,393
-160
191
$943K 0.07%
41,265
-23,775
192
$924K 0.07%
3,126
+32
193
$913K 0.07%
18,247
+1,237
194
$910K 0.07%
13,957
+138
195
$902K 0.07%
11,679
-997
196
$898K 0.07%
11,830
+375
197
$882K 0.07%
4,775
198
$869K 0.07%
23,759
-771
199
$866K 0.07%
13,811
-946
200
$850K 0.07%
11,161
-525
6 7
8
9 10