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
176
$1.48M 0.09%
9,686
+2,277
177
$1.48M 0.09%
7,600
+1,619
178
$1.46M 0.09%
13,062
+3,110
179
$1.45M 0.09%
5,771
+1,251
180
$1.44M 0.09%
24,854
-7
181
$1.43M 0.09%
10,175
182
$1.43M 0.09%
5,382
183
$1.43M 0.09%
116,998
184
$1.42M 0.09%
42,314
+376
185
$1.4M 0.09%
54,019
+6,182
186
$1.34M 0.09%
16,190
-132
187
$1.31M 0.08%
9,995
+2,288
188
$1.31M 0.08%
20,070
+4,060
189
$1.31M 0.08%
24,404
+160
190
$1.27M 0.08%
12,045
-2
191
$1.27M 0.08%
67,192
+10,552
192
$1.26M 0.08%
20,896
+804
193
$1.25M 0.08%
11,124
+437
194
$1.24M 0.08%
3,175
+273
195
$1.23M 0.08%
10,121
-72
196
$1.21M 0.08%
8,015
+1,908
197
$1.18M 0.08%
11,086
198
$1.18M 0.08%
7,847
+1,866
199
$1.18M 0.08%
7,370
200
$1.17M 0.07%
23,139
+4,767
6 7
8
9 10