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
576
$53K ﹤0.01%
2,500
577
$52K ﹤0.01%
4,784
578
$52K ﹤0.01%
827
579
$52K ﹤0.01%
4,000
580
$52K ﹤0.01%
1,725
581
$52K ﹤0.01%
285
582
$51K ﹤0.01%
567
583
$51K ﹤0.01%
3,499
584
$51K ﹤0.01%
1,971
585
$50K ﹤0.01%
600
586
$50K ﹤0.01%
1,402
587
$50K ﹤0.01%
535
-28
588
$50K ﹤0.01%
1,000
589
$49K ﹤0.01%
2,009
-1,310
590
$49K ﹤0.01%
233
591
$49K ﹤0.01%
455
592
$48K ﹤0.01%
555
593
$48K ﹤0.01%
1,450
594
$48K ﹤0.01%
2,452
595
$47K ﹤0.01%
600
596
$47K ﹤0.01%
3,007
-250
597
$47K ﹤0.01%
736
598
$46K ﹤0.01%
357
599
$46K ﹤0.01%
1,587
600
$46K ﹤0.01%
2,096
-406
22 23
24
25 26