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
826
$10K ﹤0.01%
200
-615
827
$10K ﹤0.01%
554
828
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300
829
$10K ﹤0.01%
+477
830
$10K ﹤0.01%
468
831
$10K ﹤0.01%
257
832
$10K ﹤0.01%
102
833
$9K ﹤0.01%
88
834
$9K ﹤0.01%
1,034
835
$9K ﹤0.01%
131
-276
836
$9K ﹤0.01%
150
837
$9K ﹤0.01%
140
838
$9K ﹤0.01%
105
839
$9K ﹤0.01%
257
840
$9K ﹤0.01%
115
841
$9K ﹤0.01%
271
-302
842
$9K ﹤0.01%
282
843
$9K ﹤0.01%
285
844
$9K ﹤0.01%
225
845
$9K ﹤0.01%
146
846
$9K ﹤0.01%
819
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