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
776
$14K ﹤0.01%
187
777
$14K ﹤0.01%
303
-2,636
778
$14K ﹤0.01%
484
779
$13K ﹤0.01%
165
780
$13K ﹤0.01%
175
781
$13K ﹤0.01%
175
782
$13K ﹤0.01%
455
783
$13K ﹤0.01%
440
784
$13K ﹤0.01%
270
785
$13K ﹤0.01%
160
-49
786
$13K ﹤0.01%
99
787
$13K ﹤0.01%
351
788
$13K ﹤0.01%
600
789
$13K ﹤0.01%
1,197
790
$13K ﹤0.01%
222
791
$13K ﹤0.01%
+1,079
792
$13K ﹤0.01%
545
-185
793
$13K ﹤0.01%
799
794
$13K ﹤0.01%
840
795
$12K ﹤0.01%
150
796
$12K ﹤0.01%
1,160
797
$12K ﹤0.01%
10,000
798
$12K ﹤0.01%
700
799
$12K ﹤0.01%
915
-940
800
$12K ﹤0.01%
139
30 31
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