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
251
$400K 0.05%
3,860
252
$399K 0.05%
65,185
-3,625
253
$399K 0.05%
7,034
254
$395K 0.05%
8,462
-570
255
$395K 0.05%
3,515
256
$394K 0.05%
26,222
257
$391K 0.05%
6,621
+1,210
258
$388K 0.05%
5,300
-900
259
$388K 0.05%
3,856
260
$386K 0.05%
7,660
261
$383K 0.04%
8,060
+1,350
262
$381K 0.04%
14,775
-8,943
263
$380K 0.04%
4,445
264
$376K 0.04%
6,192
265
$376K 0.04%
9,272
+1,440
266
$375K 0.04%
1,400
267
$366K 0.04%
15,172
268
$363K 0.04%
8,261
-1,222
269
$360K 0.04%
2,625
270
$357K 0.04%
11,324
+2,040
271
$357K 0.04%
4,070
272
$352K 0.04%
3,649
273
$350K 0.04%
5,600
274
$346K 0.04%
23,540
-505
275
$335K 0.04%
5,855
-10,102
9 10
11
12 13