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
201
$1.17M 0.07%
19,393
-109
202
$1.17M 0.07%
7,367
+1,740
203
$1.15M 0.07%
22,111
+4,930
204
$1.15M 0.07%
12,513
-11,422
205
$1.14M 0.07%
3,888
+893
206
$1.11M 0.07%
32,263
207
$1.11M 0.07%
9,727
208
$1.11M 0.07%
3,706
-10
209
$1.11M 0.07%
19,035
+3,000
210
$1.1M 0.07%
18,529
-479
211
$1.09M 0.07%
12,014
+1,152
212
$1.09M 0.07%
13,310
+524
213
$1.09M 0.07%
8,615
+59
214
$1.07M 0.07%
74,563
+1,100
215
$1.04M 0.07%
8,885
+2,114
216
$1.02M 0.07%
5,010
+55
217
$989K 0.06%
21,976
+5,228
218
$987K 0.06%
32,001
+560
219
$969K 0.06%
8,130
220
$951K 0.06%
11,855
+2,818
221
$950K 0.06%
655
222
$947K 0.06%
18,086
+16
223
$945K 0.06%
25,056
+18
224
$938K 0.06%
43,925
225
$935K 0.06%
18,395
-1,996
7 8
9
10 11