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
951
$3K ﹤0.01%
85
952
$3K ﹤0.01%
204
953
$2K ﹤0.01%
1,831
954
$2K ﹤0.01%
49
955
$2K ﹤0.01%
11
956
$2K ﹤0.01%
150
957
$2K ﹤0.01%
100
958
$2K ﹤0.01%
40
959
$2K ﹤0.01%
109
960
$2K ﹤0.01%
135
961
$2K ﹤0.01%
250
962
$2K ﹤0.01%
200
963
$1K ﹤0.01%
48
964
$1K ﹤0.01%
50
965
$1K ﹤0.01%
4
966
$1K ﹤0.01%
22
967
$1K ﹤0.01%
74
968
$1K ﹤0.01%
27
969
$1K ﹤0.01%
20
970
$1K ﹤0.01%
2
971
$1K ﹤0.01%
75
972
$1K ﹤0.01%
28
-534
973
$1K ﹤0.01%
44
974
$1K ﹤0.01%
+10
975
$1K ﹤0.01%
10
37 38
39
40 41