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
376
$231K 0.02%
6,336
+1,712
377
$231K 0.02%
2,050
378
$226K 0.02%
2,408
-106
379
$225K 0.02%
836
-50
380
$224K 0.02%
2,533
381
$223K 0.02%
2,247
382
$216K 0.02%
3,785
-144
383
$215K 0.02%
+1,155
384
$214K 0.02%
1,373
-2
385
$213K 0.02%
6,540
-15,701
386
$209K 0.02%
26,679
-1,851
387
$209K 0.02%
3,182
388
$207K 0.02%
4,486
389
$201K 0.01%
1,572
+427
390
$194K 0.01%
1,646
-30
391
$193K 0.01%
2,000
392
$193K 0.01%
936
-2
393
$191K 0.01%
1,161
394
$190K 0.01%
9,202
+2,473
395
$188K 0.01%
3,180
-1,500
396
$188K 0.01%
3,957
+1,061
397
$180K 0.01%
3,418
398
$179K 0.01%
4,300
-2,939
399
$178K 0.01%
5,250
400
$177K 0.01%
1,680
14 15
16
17 18