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
801
$12K ﹤0.01%
200
802
$12K ﹤0.01%
50
803
$12K ﹤0.01%
457
+1
804
$12K ﹤0.01%
203
805
$12K ﹤0.01%
30
806
$12K ﹤0.01%
569
807
$12K ﹤0.01%
+200
808
$12K ﹤0.01%
188
809
$12K ﹤0.01%
158
810
$12K ﹤0.01%
904
-5,016
811
$11K ﹤0.01%
150
812
$11K ﹤0.01%
467
813
$11K ﹤0.01%
325
814
$11K ﹤0.01%
+500
815
$11K ﹤0.01%
528
816
$11K ﹤0.01%
273
817
$11K ﹤0.01%
300
818
$11K ﹤0.01%
340
819
$11K ﹤0.01%
600
820
$11K ﹤0.01%
500
821
$11K ﹤0.01%
219
822
$11K ﹤0.01%
210
-150
823
$10K ﹤0.01%
197
824
$10K ﹤0.01%
149
825
$10K ﹤0.01%
100
31 32
33
34 35