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
$260M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$445K

Top Sells

1 +$2.55M
2 +$638K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$89.3M 34.37%
746,175
+3,719
2
$48.1M 18.5%
253,335
3
$40.7M 15.68%
124,692
4
$29.6M 11.37%
51,518
5
$15.9M 6.13%
301,812
-48,331
6
$14.7M 5.65%
122,722
7
$12M 4.63%
42,517
-2,254
8
$7.88M 3.03%
20,516
9
$1.65M 0.64%
21,203