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
776
$14K ﹤0.01%
187
777
$14K ﹤0.01%
303
-2,636
778
$14K ﹤0.01%
484
779
$13K ﹤0.01%
175
780
$13K ﹤0.01%
440
781
$13K ﹤0.01%
270
782
$13K ﹤0.01%
160
-49
783
$13K ﹤0.01%
99
784
$13K ﹤0.01%
351
785
$13K ﹤0.01%
600
786
$13K ﹤0.01%
1,197
787
$13K ﹤0.01%
222
788
$13K ﹤0.01%
+1,079
789
$13K ﹤0.01%
545
-185
790
$13K ﹤0.01%
799
791
$13K ﹤0.01%
840
792
$13K ﹤0.01%
165
793
$13K ﹤0.01%
175
794
$13K ﹤0.01%
455
795
$12K ﹤0.01%
150
796
$12K ﹤0.01%
1,160
797
$12K ﹤0.01%
10,000
798
$12K ﹤0.01%
50
799
$12K ﹤0.01%
457
+1
800
$12K ﹤0.01%
203
30 31
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