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
$209M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$5.23M

Top Sells

1 +$253K
2 +$22.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$45.4M 21.72%
526,545
-2,938
2
$38.4M 18.39%
253,335
3
$38.3M 18.33%
100,179
+13,683
4
$27.5M 13.17%
124,692
-100
5
$26.2M 12.52%
623,099
6
$16M 7.63%
83,441
7
$11.1M 5.32%
130,846
8
$4.72M 2.26%
22,156
9
$1.4M 0.67%
22,692