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
876
$7K ﹤0.01%
255
877
$7K ﹤0.01%
36
878
$7K ﹤0.01%
+266
879
$7K ﹤0.01%
207
-273
880
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229
-1,103
881
$7K ﹤0.01%
250
882
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174
883
$7K ﹤0.01%
130
884
$7K ﹤0.01%
605
885
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277
886
$7K ﹤0.01%
134
887
$7K ﹤0.01%
565
888
$7K ﹤0.01%
94
-95
889
$7K ﹤0.01%
247
890
$6K ﹤0.01%
77
891
$6K ﹤0.01%
55
892
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893
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895
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896
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118
897
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56
898
$6K ﹤0.01%
127
899
$6K ﹤0.01%
90
900
$6K ﹤0.01%
90
34 35
36
37 38