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
601
$45K ﹤0.01%
705
602
$45K ﹤0.01%
622
603
$45K ﹤0.01%
5,000
604
$44K ﹤0.01%
500
605
$44K ﹤0.01%
1,821
606
$44K ﹤0.01%
2,050
607
$44K ﹤0.01%
1,000
608
$43K ﹤0.01%
620
609
$43K ﹤0.01%
1,600
610
$42K ﹤0.01%
765
611
$42K ﹤0.01%
1,504
-81
612
$42K ﹤0.01%
744
613
$42K ﹤0.01%
1,688
614
$41K ﹤0.01%
2,148
615
$41K ﹤0.01%
308
616
$41K ﹤0.01%
1,111
617
$41K ﹤0.01%
3,600
618
$41K ﹤0.01%
1,655
+5
619
$40K ﹤0.01%
1,000
-204
620
$40K ﹤0.01%
1,285
621
$40K ﹤0.01%
545
622
$40K ﹤0.01%
500
623
$40K ﹤0.01%
1,350
624
$40K ﹤0.01%
2,169
625
$40K ﹤0.01%
1,254
+6
23 24
25
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