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
676
$29K ﹤0.01%
1,676
+472
677
$28K ﹤0.01%
167
678
$28K ﹤0.01%
400
679
$28K ﹤0.01%
393
680
$28K ﹤0.01%
180
681
$28K ﹤0.01%
248
682
$28K ﹤0.01%
1,943
-587
683
$28K ﹤0.01%
549
684
$27K ﹤0.01%
142
685
$27K ﹤0.01%
165
686
$27K ﹤0.01%
1,781
687
$27K ﹤0.01%
155
688
$27K ﹤0.01%
832
689
$26K ﹤0.01%
400
690
$26K ﹤0.01%
148
+30
691
$26K ﹤0.01%
1,020
692
$26K ﹤0.01%
3,300
693
$25K ﹤0.01%
304
694
$25K ﹤0.01%
2,193
+10
695
$25K ﹤0.01%
540
696
$25K ﹤0.01%
195
697
$25K ﹤0.01%
35
698
$25K ﹤0.01%
2,000
-5,370
699
$25K ﹤0.01%
312
-260
700
$25K ﹤0.01%
308
26 27
28
29 30