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
$171M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.09M

Top Sells

1 +$977K
2 +$393K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37.3M 21.88%
552,714
+22,148
2
$35.6M 20.87%
305,762
3
$31.6M 18.5%
763,884
+26,347
4
$22.5M 13.21%
156,472
5
$18.1M 10.59%
145,127
-7,849
6
$16.4M 9.64%
68,029
7
$8.24M 4.83%
135,588
-6,471
8
$840K 0.49%
9,941