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
651
$35K ﹤0.01%
1,025
652
$35K ﹤0.01%
738
653
$35K ﹤0.01%
2,090
654
$35K ﹤0.01%
1,116
-34
655
$35K ﹤0.01%
45
656
$34K ﹤0.01%
246
657
$34K ﹤0.01%
187
-2
658
$33K ﹤0.01%
500
659
$32K ﹤0.01%
1,426
660
$32K ﹤0.01%
403
+3
661
$32K ﹤0.01%
1,000
662
$32K ﹤0.01%
382
663
$32K ﹤0.01%
875
664
$31K ﹤0.01%
2,409
665
$31K ﹤0.01%
1,260
666
$31K ﹤0.01%
1,800
667
$31K ﹤0.01%
725
668
$31K ﹤0.01%
445
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669
$31K ﹤0.01%
1,647
670
$30K ﹤0.01%
832
-25
671
$30K ﹤0.01%
3,000
672
$30K ﹤0.01%
250
673
$30K ﹤0.01%
1,079
674
$29K ﹤0.01%
500
675
$29K ﹤0.01%
491
25 26
27
28 29