WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
926
$4K ﹤0.01%
328
927
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138
928
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61
929
$4K ﹤0.01%
111
930
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47
931
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37
932
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933
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934
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161
-8
935
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936
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35
937
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938
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939
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220
940
$3K ﹤0.01%
118
-19
941
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76
942
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3
943
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-3
945
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946
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947
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62
-33
948
$3K ﹤0.01%
3
949
$3K ﹤0.01%
110
950
$3K ﹤0.01%
53
36 37
38
39 40