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
$196M
AUM Growth
+$248K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$920K
2 +$60.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.1M 29.69%
792,277
-12,538
2
$37.1M 18.96%
305,762
3
$31.7M 16.18%
738,335
4
$24.2M 12.34%
148,908
5
$18.5M 9.43%
131,526
6
$17.3M 8.86%
63,927
7
$8.06M 4.12%
134,583
-1,005
8
$805K 0.41%
9,941