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
$255M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M

Top Sells

1 +$3.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.9M 32.55%
805,541
+15,688
2
$41.9M 16.44%
253,335
3
$34.1M 13.41%
124,692
4
$28.7M 11.29%
60,481
5
$25M 9.81%
521,533
-69,968
6
$21.3M 8.37%
89,855
7
$12.6M 4.97%
124,271
8
$6.53M 2.57%
21,017
9
$1.49M 0.59%
21,203