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
726
$22K ﹤0.01%
740
727
$22K ﹤0.01%
2,200
728
$22K ﹤0.01%
973
729
$22K ﹤0.01%
1,438
730
$21K ﹤0.01%
70
731
$21K ﹤0.01%
1,086
+16
732
$21K ﹤0.01%
1,320
733
$21K ﹤0.01%
600
734
$21K ﹤0.01%
177
735
$21K ﹤0.01%
683
-20
736
$20K ﹤0.01%
283
737
$20K ﹤0.01%
375
738
$20K ﹤0.01%
760
739
$20K ﹤0.01%
365
740
$20K ﹤0.01%
528
741
$19K ﹤0.01%
445
742
$19K ﹤0.01%
116
743
$19K ﹤0.01%
500
744
$19K ﹤0.01%
400
745
$19K ﹤0.01%
598
746
$18K ﹤0.01%
710
747
$18K ﹤0.01%
741
748
$18K ﹤0.01%
148
749
$18K ﹤0.01%
585
750
$18K ﹤0.01%
228
28 29
30
31 32