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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
1076
– –
-1,069
1077
– –
-7,118
1078
– –
-18
1079
$0 ﹤0.01%
80
1080
– –
-400
1081
$0 ﹤0.01%
11
1082
– –
-95
1083
$0 ﹤0.01%
881
1084
$0 ﹤0.01%
+4
1085
– –
-43
1086
– –
-33
1087
– –
-561
1088
– –
-669
1089
– –
-204
1090
– –
-4,066
1091
– –
-287
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