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
751
$18K ﹤0.01%
917
-7
752
$18K ﹤0.01%
319
753
$17K ﹤0.01%
354
754
$17K ﹤0.01%
81
755
$17K ﹤0.01%
1,086
-248
756
$17K ﹤0.01%
320
757
$17K ﹤0.01%
991
758
$16K ﹤0.01%
338
759
$16K ﹤0.01%
366
760
$16K ﹤0.01%
114
761
$16K ﹤0.01%
555
-1,542
762
$16K ﹤0.01%
500
763
$15K ﹤0.01%
500
764
$15K ﹤0.01%
1,289
765
$15K ﹤0.01%
194
766
$15K ﹤0.01%
855
-500
767
$15K ﹤0.01%
284
768
$15K ﹤0.01%
300
769
$15K ﹤0.01%
890
770
$15K ﹤0.01%
183
771
$14K ﹤0.01%
162
772
$14K ﹤0.01%
150
773
$14K ﹤0.01%
146
774
$14K ﹤0.01%
716
775
$14K ﹤0.01%
228
-312
29 30
31
32 33