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
426
$132K 0.01%
3,571
-71
427
$132K 0.01%
5,858
-257
428
$131K 0.01%
6,050
429
$131K 0.01%
3,670
430
$131K 0.01%
4,731
+6
431
$130K 0.01%
2,550
432
$129K 0.01%
9,050
433
$129K 0.01%
2,700
434
$128K 0.01%
1,931
-193
435
$128K 0.01%
3,099
-26
436
$126K 0.01%
2,514
-56
437
$126K 0.01%
2,157
-75
438
$126K 0.01%
1,200
439
$126K 0.01%
4,875
440
$126K 0.01%
1,683
+452
441
$123K 0.01%
870
442
$123K 0.01%
935
443
$122K 0.01%
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444
$122K 0.01%
17,314
+4,659
445
$121K 0.01%
3,262
-176
446
$120K 0.01%
1,857
-15
447
$119K 0.01%
13,544
+12,000
448
$118K 0.01%
1,234
449
$118K 0.01%
988
450
$118K 0.01%
2,250
16 17
18
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