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
276
$330K 0.04%
11,720
277
$329K 0.04%
6,775
278
$327K 0.04%
10,549
+3,339
279
$322K 0.04%
7,206
280
$319K 0.04%
1,368
281
$316K 0.04%
8,090
-2,400
282
$315K 0.04%
15,948
283
$314K 0.04%
12,525
-1,400
284
$312K 0.04%
12,718
-2,085
285
$310K 0.04%
1,900
286
$309K 0.04%
6,942
+2,573
287
$309K 0.04%
10,385
-530
288
$308K 0.04%
8,450
289
$302K 0.04%
10,000
290
$299K 0.04%
35,130
291
$296K 0.03%
20,435
292
$295K 0.03%
12,787
-2,008
293
$293K 0.03%
5,488
294
$291K 0.03%
3,165
-500
295
$288K 0.03%
2,525
296
$286K 0.03%
4,000
297
$281K 0.03%
6,900
298
$279K 0.03%
8,275
-325
299
$275K 0.03%
26,750
+276
300
$274K 0.03%
17,450
10 11
12
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