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
826
$10K ﹤0.01%
554
827
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300
828
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+477
829
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468
830
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257
831
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102
832
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100
833
$9K ﹤0.01%
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834
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88
835
$9K ﹤0.01%
1,034
836
$9K ﹤0.01%
150
837
$9K ﹤0.01%
105
838
$9K ﹤0.01%
257
839
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115
840
$9K ﹤0.01%
271
-302
841
$9K ﹤0.01%
282
842
$9K ﹤0.01%
285
843
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844
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845
$9K ﹤0.01%
819
846
$9K ﹤0.01%
131
-276
847
$8K ﹤0.01%
81
-45
848
$8K ﹤0.01%
150
849
$8K ﹤0.01%
94
-523
850
$8K ﹤0.01%
538
32 33
34
35 36