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
$243M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$8.73M

Top Sells

1 +$805K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.8M 28.35%
907,346
+115,069
2
$63.2M 26.04%
1,460,283
+721,948
3
$38.7M 15.95%
305,762
4
$25.7M 10.57%
148,908
5
$19.7M 8.11%
131,526
6
$18.6M 7.66%
63,927
7
$8.04M 3.31%
134,583
8
-9,941