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
526
$76K 0.01%
745
527
$75K 0.01%
2,026
528
$74K 0.01%
2,958
529
$74K 0.01%
1,763
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530
$74K 0.01%
900
531
$71K 0.01%
555
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532
$71K 0.01%
2,500
533
$71K 0.01%
1,027
534
$71K 0.01%
1,600
535
$68K 0.01%
1,499
536
$67K ﹤0.01%
1,500
537
$67K ﹤0.01%
2,000
-500
538
$67K ﹤0.01%
2,782
539
$67K ﹤0.01%
1,272
540
$66K ﹤0.01%
2,914
+2,045
541
$66K ﹤0.01%
1,373
542
$65K ﹤0.01%
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543
$65K ﹤0.01%
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544
$64K ﹤0.01%
3,753
545
$63K ﹤0.01%
236
546
$61K ﹤0.01%
2,894
547
$61K ﹤0.01%
1,400
+400
548
$61K ﹤0.01%
3,322
549
$61K ﹤0.01%
225
550
$60K ﹤0.01%
172
20 21
22
23 24