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
$855M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.26M
3
+$1.22M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.07M
5
PX
Praxair Inc
PX
+$1.01M

Top Sells

1
+$1.07M
2
+$1.03M
3
+$1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
CF icon
CF Industries
CF
+$878K

Sector Composition

1 Healthcare 12.43%
2 Technology 11.02%
3 Financials 10.06%
4 Industrials 7.87%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$584K 0.07%
6,871
-36
227
$584K 0.07%
7,765
+750
228
$584K 0.07%
6,252
229
$582K 0.07%
14,457
-5,419
230
$579K 0.07%
38,666
231
$557K 0.07%
12,631
+825
232
$549K 0.06%
6,336
-300
233
$535K 0.06%
21,722
+1,200
234
$513K 0.06%
6,202
+120
235
$510K 0.06%
16,050
236
$507K 0.06%
19,372
-4,575
237
$502K 0.06%
11,630
-1,750
238
$501K 0.06%
4,705
239
$499K 0.06%
6,187
-666
240
$497K 0.06%
10,960
241
$497K 0.06%
5,165
242
$456K 0.05%
9,338
-1,000
243
$451K 0.05%
5,046
244
$446K 0.05%
5,279
+680
245
$438K 0.05%
11,607
-100
246
$427K 0.05%
1,929
+220
247
$426K 0.05%
478,200
248
$425K 0.05%
9,344
+888
249
$421K 0.05%
6,724
250
$409K 0.05%
13,295
8 9
10
11 12