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
851
$8K ﹤0.01%
35
852
$8K ﹤0.01%
90
853
$8K ﹤0.01%
230
-365
854
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100
855
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856
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857
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858
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81
859
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860
$8K ﹤0.01%
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861
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25
862
$8K ﹤0.01%
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863
$8K ﹤0.01%
182
864
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274
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865
$8K ﹤0.01%
40
866
$8K ﹤0.01%
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867
$8K ﹤0.01%
58
868
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869
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870
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871
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872
$7K ﹤0.01%
467
-78
873
$7K ﹤0.01%
30
874
$7K ﹤0.01%
169
875
$7K ﹤0.01%
353
33 34
35
36 37