WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.26M
3
+$2.23M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.99M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.91M

Top Sells

1
+$7.44M
2
+$2.38M
3
+$1.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.81M
5
MA icon
Mastercard
MA
+$1.73M

Sector Composition

1 Technology 13.13%
2 Healthcare 10.24%
3 Financials 10.06%
4 Industrials 7.24%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$417K 0.03%
13,700
302
$413K 0.03%
3,390
-2,150
303
$410K 0.03%
7,030
304
$409K 0.03%
3,302
+3
305
$402K 0.03%
4,500
-92
306
$400K 0.03%
6,741
+1,786
307
$389K 0.03%
2,134
308
$386K 0.03%
4,597
309
$383K 0.03%
27,777
+550
310
$376K 0.03%
4,464
+1,196
311
$375K 0.03%
8,530
+2,275
312
$373K 0.03%
4,147
-300
313
$373K 0.03%
2,382
314
$369K 0.03%
5,119
315
$369K 0.03%
4,000
-500
316
$368K 0.03%
2,581
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317
$368K 0.03%
2,988
318
$367K 0.03%
1,220
319
$367K 0.03%
10,034
-1,225
320
$367K 0.03%
+7,353
321
$361K 0.03%
4,465
-175
322
$359K 0.03%
11,047
-104
323
$359K 0.03%
3,559
324
$356K 0.03%
8,050
-184
325
$356K 0.03%
3,185
-835
11 12
13
14 15