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
$232M
AUM Growth
+$211K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M

Top Sells

1 +$16M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.6M 31.73%
789,853
+271,720
2
$38.5M 16.58%
253,335
3
$30.6M 13.17%
124,692
4
$25.9M 11.15%
591,501
5
$25.9M 11.14%
60,481
-37,425
6
$19.1M 8.23%
89,855
7
$11.5M 4.95%
124,271
8
$5.72M 2.47%
21,017
9
$1.36M 0.59%
21,203