WRTC

Wind River Trust Company Portfolio holdings

AUM $249M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.6M 28.13%
+1,478,068
2
$50.8M 27.14%
+985,513
3
$39.4M 21.06%
+1,015,651
4
$26.1M 13.96%
+162,800
5
$7.72M 4.13%
+70,451
6
$4.21M 2.25%
+176,125
7
$3.59M 1.92%
+43,049
8
$911K 0.49%
+13,764
9
$880K 0.47%
+7,860
10
$402K 0.21%
+4,974
11
$394K 0.21%
+4,916
12
$41K 0.02%
+732