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
501
$90K 0.01%
1,030
502
$89K 0.01%
1,156
-177
503
$88K 0.01%
559
504
$88K 0.01%
680
505
$88K 0.01%
3,544
506
$88K 0.01%
1,660
507
$87K 0.01%
1,740
508
$87K 0.01%
1,961
509
$85K 0.01%
1,900
510
$83K 0.01%
600
-330
511
$83K 0.01%
2,065
-625
512
$82K 0.01%
1,000
513
$82K 0.01%
1,804
+705
514
$81K 0.01%
1,400
515
$81K 0.01%
1,800
516
$81K 0.01%
2,958
-264
517
$81K 0.01%
450
518
$80K 0.01%
1,983
-376
519
$80K 0.01%
2,146
520
$79K 0.01%
2,846
+13
521
$79K 0.01%
1,335
522
$78K 0.01%
900
523
$77K 0.01%
951
524
$77K 0.01%
1,500
525
$76K 0.01%
1,043
19 20
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