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
476
$102K 0.01%
1,115
477
$102K 0.01%
2,817
-83
478
$101K 0.01%
911
479
$100K 0.01%
1,637
480
$99K 0.01%
1,167
-69
481
$99K 0.01%
1,413
482
$98K 0.01%
2,399
483
$98K 0.01%
1,800
484
$97K 0.01%
1,647
485
$96K 0.01%
634
486
$96K 0.01%
1,050
487
$96K 0.01%
600
488
$96K 0.01%
1,162
489
$96K 0.01%
7,000
490
$95K 0.01%
2,388
491
$95K 0.01%
2,501
492
$95K 0.01%
1,496
493
$93K 0.01%
1,110
-1,993
494
$93K 0.01%
1,215
495
$92K 0.01%
4,728
-5,013
496
$91K 0.01%
1,003
497
$91K 0.01%
1,000
498
$90K 0.01%
2,000
499
$90K 0.01%
1,503
-100
500
$90K 0.01%
1,134
+134
18 19
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