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
351
$295K 0.02%
5,000
352
$291K 0.02%
5,850
+1,564
353
$291K 0.02%
1,859
354
$291K 0.02%
3,979
+1,421
355
$290K 0.02%
4,893
-1,550
356
$288K 0.02%
+9,793
357
$287K 0.02%
6,314
358
$282K 0.02%
5,520
359
$280K 0.02%
3,304
360
$277K 0.02%
4,541
361
$274K 0.02%
6,771
-250
362
$272K 0.02%
1,500
-81
363
$267K 0.02%
12,928
+4,809
364
$267K 0.02%
18,815
+2,200
365
$263K 0.02%
9,248
-825
366
$257K 0.02%
9,775
-1,031
367
$249K 0.02%
5,147
368
$245K 0.02%
3,044
369
$245K 0.02%
28,960
370
$242K 0.02%
139
371
$241K 0.02%
2,117
372
$238K 0.02%
+8,001
373
$235K 0.02%
4,500
374
$234K 0.02%
6,480
-626
375
$232K 0.02%
2,604
-274
13 14
15
16 17