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
901
$6K ﹤0.01%
280
902
$5K ﹤0.01%
165
903
$5K ﹤0.01%
60
904
$5K ﹤0.01%
2,980
905
$5K ﹤0.01%
102
906
$5K ﹤0.01%
71
907
$5K ﹤0.01%
517
908
$5K ﹤0.01%
80
909
$5K ﹤0.01%
705
910
$5K ﹤0.01%
392
911
$5K ﹤0.01%
70
912
$5K ﹤0.01%
160
913
$5K ﹤0.01%
326
914
$5K ﹤0.01%
139
915
$5K ﹤0.01%
+148
916
$5K ﹤0.01%
250
917
$5K ﹤0.01%
350
918
$5K ﹤0.01%
95
919
$4K ﹤0.01%
820
920
$4K ﹤0.01%
294
921
$4K ﹤0.01%
35
922
$4K ﹤0.01%
100
923
$4K ﹤0.01%
300
924
$4K ﹤0.01%
62
925
$4K ﹤0.01%
33
+4
35 36
37
38 39