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
976
$1K ﹤0.01%
14
+3
977
$1K ﹤0.01%
5
+3
978
$1K ﹤0.01%
15
979
$1K ﹤0.01%
40
980
$1K ﹤0.01%
30
981
$1K ﹤0.01%
4
982
$1K ﹤0.01%
110
983
$1K ﹤0.01%
100
984
$1K ﹤0.01%
68
985
$1K ﹤0.01%
11
986
$1K ﹤0.01%
3
987
$1K ﹤0.01%
44
-758
988
$1K ﹤0.01%
135
989
$1K ﹤0.01%
57
990
– –
-1,122
991
– –
-500
992
– –
-216
993
– –
-751
994
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-1,400
995
$0 ﹤0.01%
3
996
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-1,700
997
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-26
998
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-64
999
– –
-256
1000
– –
-561
38 39
40
41 42