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
76
$5.01M 0.37%
50,357
-824
77
$4.91M 0.36%
45,611
-4,132
78
$4.87M 0.36%
152,674
+12,046
79
$4.79M 0.35%
40,925
+1,424
80
$4.71M 0.35%
16,427
+1,258
81
$4.71M 0.35%
117,787
+3,461
82
$4.68M 0.35%
38,998
+2,005
83
$4.58M 0.34%
33,807
84
$4.54M 0.33%
41,496
-6,990
85
$4.44M 0.33%
28,041
+3,540
86
$4.42M 0.33%
59,509
-1,728
87
$4.25M 0.31%
73,986
-3,596
88
$4.09M 0.3%
37,324
-2,451
89
$4.05M 0.3%
23,004
+934
90
$3.82M 0.28%
47,460
+2,510
91
$3.81M 0.28%
15,757
-2,198
92
$3.75M 0.28%
43,554
-621
93
$3.7M 0.27%
113,814
-942
94
$3.7M 0.27%
86,520
-4,529
95
$3.69M 0.27%
53,889
-1,001
96
$3.67M 0.27%
73,762
-25,456
97
$3.61M 0.27%
20,499
+12,859
98
$3.53M 0.26%
38,970
+7,261
99
$3.43M 0.25%
20,530
-55
100
$3.38M 0.25%
20,631
-378
2 3
4
5 6