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
176
$1.27M 0.09%
29,543
-1,001
177
$1.26M 0.09%
24,356
+6
178
$1.26M 0.09%
28,135
+1,124
179
$1.23M 0.09%
5,036
-46
180
$1.2M 0.09%
13,581
-4,593
181
$1.15M 0.08%
8,864
182
$1.15M 0.08%
11,139
-249
183
$1.12M 0.08%
19,620
-276
184
$1.11M 0.08%
8,194
+2,276
185
$1.08M 0.08%
33,288
186
$1.08M 0.08%
13,483
-4,012
187
$1.07M 0.08%
12,589
+2,930
188
$1.05M 0.08%
13,751
+3,685
189
$1.02M 0.08%
10,208
190
$994K 0.07%
12,806
-100
191
$983K 0.07%
12,255
-158
192
$974K 0.07%
20,152
+692
193
$972K 0.07%
55,592
+21,336
194
$961K 0.07%
71,954
-3,767
195
$944K 0.07%
30,888
+5,249
196
$944K 0.07%
8,176
197
$937K 0.07%
19,009
-1,040
198
$932K 0.07%
15,576
-4,388
199
$911K 0.07%
705
200
$878K 0.06%
6,328
+1,517
6 7
8
9 10