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
401
$177K 0.01%
2,500
-142
402
$175K 0.01%
1,769
-50
403
$174K 0.01%
3,579
+936
404
$172K 0.01%
11,630
-395
405
$170K 0.01%
1,500
406
$166K 0.01%
974
+2
407
$164K 0.01%
1,456
408
$161K 0.01%
1,125
409
$158K 0.01%
4,126
410
$157K 0.01%
5,385
-1,200
411
$156K 0.01%
5,300
412
$156K 0.01%
8,013
-180
413
$147K 0.01%
1,235
414
$146K 0.01%
8,671
415
$146K 0.01%
3,050
416
$145K 0.01%
16,549
+4,449
417
$144K 0.01%
507
+3
418
$144K 0.01%
2,250
419
$143K 0.01%
1,178
420
$142K 0.01%
1,800
421
$141K 0.01%
1,968
-2
422
$140K 0.01%
409
423
$139K 0.01%
1,200
424
$134K 0.01%
442
-135
425
$133K 0.01%
2,980
-2,220
15 16
17
18 19