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
701
$25K ﹤0.01%
939
-100
702
$24K ﹤0.01%
726
703
$24K ﹤0.01%
1,332
704
$24K ﹤0.01%
676
705
$24K ﹤0.01%
1,000
706
$24K ﹤0.01%
114
+51
707
$24K ﹤0.01%
768
708
$24K ﹤0.01%
705
709
$24K ﹤0.01%
496
710
$23K ﹤0.01%
458
-85
711
$23K ﹤0.01%
1,000
712
$23K ﹤0.01%
1,000
713
$23K ﹤0.01%
300
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714
$23K ﹤0.01%
441
715
$23K ﹤0.01%
1,175
716
$23K ﹤0.01%
135
717
$23K ﹤0.01%
133
718
$22K ﹤0.01%
414
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719
$22K ﹤0.01%
990
720
$22K ﹤0.01%
884
721
$22K ﹤0.01%
198
722
$22K ﹤0.01%
370
-102
723
$22K ﹤0.01%
2,200
724
$22K ﹤0.01%
700
725
$22K ﹤0.01%
350
27 28
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