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
451
$117K 0.01%
3,363
-9,442
452
$117K 0.01%
694
-3
453
$117K 0.01%
2,720
454
$117K 0.01%
4,874
+5
455
$116K 0.01%
1,304
456
$115K 0.01%
2,327
457
$114K 0.01%
2,100
-600
458
$113K 0.01%
3,200
459
$113K 0.01%
7,291
-180
460
$112K 0.01%
26,120
461
$112K 0.01%
3,558
-211
462
$112K 0.01%
2,370
463
$112K 0.01%
1,514
464
$111K 0.01%
2,340
465
$110K 0.01%
2,368
-84
466
$109K 0.01%
3,000
467
$109K 0.01%
3,950
468
$109K 0.01%
1,836
469
$108K 0.01%
2,699
-1,141
470
$108K 0.01%
1,175
-2,465
471
$106K 0.01%
2,088
472
$106K 0.01%
1,136
473
$105K 0.01%
1,400
474
$104K 0.01%
810
475
$103K 0.01%
6,436
17 18
19
20 21