WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$3.31M
2
+$2.16M
3
+$2.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.9M

Top Sells

1
+$7.58M
2
+$2.26M
3
+$1.91M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.82M
5
MA icon
Mastercard
MA
+$1.58M

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
726
$22K ﹤0.01%
370
-102
727
$22K ﹤0.01%
884
728
$22K ﹤0.01%
990
729
$22K ﹤0.01%
414
+6
730
$21K ﹤0.01%
1,320
731
$21K ﹤0.01%
1,086
+16
732
$21K ﹤0.01%
683
-20
733
$21K ﹤0.01%
177
734
$21K ﹤0.01%
600
735
$21K ﹤0.01%
70
736
$20K ﹤0.01%
760
737
$20K ﹤0.01%
375
738
$20K ﹤0.01%
528
739
$20K ﹤0.01%
365
740
$20K ﹤0.01%
283
741
$19K ﹤0.01%
598
742
$19K ﹤0.01%
400
743
$19K ﹤0.01%
500
744
$19K ﹤0.01%
116
745
$19K ﹤0.01%
445
746
$18K ﹤0.01%
319
747
$18K ﹤0.01%
917
-7
748
$18K ﹤0.01%
228
749
$18K ﹤0.01%
585
750
$18K ﹤0.01%
148
28 29
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