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
626
$39K ﹤0.01%
675
627
$39K ﹤0.01%
5,076
628
$39K ﹤0.01%
1,288
629
$38K ﹤0.01%
880
630
$38K ﹤0.01%
600
631
$38K ﹤0.01%
980
632
$38K ﹤0.01%
940
633
$38K ﹤0.01%
909
634
$38K ﹤0.01%
500
635
$38K ﹤0.01%
3,440
636
$38K ﹤0.01%
1,640
637
$38K ﹤0.01%
2,067
638
$38K ﹤0.01%
671
-1,745
639
$38K ﹤0.01%
700
640
$37K ﹤0.01%
245
-25
641
$37K ﹤0.01%
306
642
$37K ﹤0.01%
4,000
643
$36K ﹤0.01%
700
644
$36K ﹤0.01%
800
-32
645
$36K ﹤0.01%
301
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646
$36K ﹤0.01%
415
-39
647
$36K ﹤0.01%
575
648
$36K ﹤0.01%
316
649
$35K ﹤0.01%
315
650
$35K ﹤0.01%
800
24 25
26
27 28