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
301
$273K 0.03%
2,631
302
$267K 0.03%
4,300
303
$266K 0.03%
2,311
304
$265K 0.03%
5,236
305
$263K 0.03%
18,500
306
$258K 0.03%
6,645
-2,340
307
$257K 0.03%
9,384
+843
308
$256K 0.03%
8,382
+296
309
$253K 0.03%
3,098
310
$252K 0.03%
2,145
-30
311
$244K 0.03%
7,836
-1,153
312
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4,819
313
$241K 0.03%
6,580
314
$241K 0.03%
7,444
+776
315
$239K 0.03%
2,796
-12,069
316
$236K 0.03%
7,036
-1,626
317
$235K 0.03%
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-1,200
318
$235K 0.03%
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319
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3,855
320
$228K 0.03%
1,100
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321
$226K 0.03%
15,413
+1,690
322
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5,600
-6,000
323
$225K 0.03%
3,850
324
$221K 0.03%
6,341
-1,041
325
$220K 0.03%
10,000
11 12
13
14 15