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
551
$60K ﹤0.01%
1,930
552
$60K ﹤0.01%
4,281
553
$59K ﹤0.01%
3,450
-3,000
554
$59K ﹤0.01%
1,235
555
$59K ﹤0.01%
514
556
$59K ﹤0.01%
1,017
557
$58K ﹤0.01%
1,000
558
$58K ﹤0.01%
1,130
559
$58K ﹤0.01%
1,000
560
$58K ﹤0.01%
777
561
$58K ﹤0.01%
462
562
$58K ﹤0.01%
1,878
563
$58K ﹤0.01%
1,050
564
$57K ﹤0.01%
574
565
$57K ﹤0.01%
4,392
-274
566
$57K ﹤0.01%
2,477
+893
567
$56K ﹤0.01%
329
568
$56K ﹤0.01%
743
569
$56K ﹤0.01%
1,080
-252
570
$55K ﹤0.01%
1,012
-3
571
$55K ﹤0.01%
820
572
$54K ﹤0.01%
2,623
-509
573
$54K ﹤0.01%
2,361
574
$54K ﹤0.01%
406
575
$53K ﹤0.01%
1,450
21 22
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