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
$206M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$61.9K

Top Sells

1 +$615K
2 +$77.7K
3 +$61.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.1M 30.2%
836,210
-1,046
2
$38M 18.49%
305,762
3
$34.2M 16.64%
762,517
-1,367
4
$24.7M 12.04%
156,472
5
$20M 9.72%
145,578
+451
6
$17.5M 8.53%
65,724
-2,305
7
$8.17M 3.98%
135,588
8
$833K 0.41%
9,941