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
326
$219K 0.03%
5,959
-2,500
327
$219K 0.03%
6,000
328
$216K 0.03%
15,300
329
$215K 0.03%
4,650
330
$205K 0.02%
1,000
331
$203K 0.02%
2,294
332
$200K 0.02%
4,774
333
$198K 0.02%
5,095
+1,179
334
$195K 0.02%
1,485
335
$194K 0.02%
14,359
+12,950
336
$192K 0.02%
15,547
+160
337
$191K 0.02%
5,310
338
$190K 0.02%
3,309
339
$190K 0.02%
2,265
340
$188K 0.02%
4,800
341
$185K 0.02%
2,549
-125
342
$185K 0.02%
2,950
343
$185K 0.02%
+1,465
344
$184K 0.02%
2,050
345
$184K 0.02%
8,750
346
$184K 0.02%
3,960
347
$183K 0.02%
5,125
348
$182K 0.02%
3,633
-491
349
$182K 0.02%
4,068
350
$181K 0.02%
6,510
12 13
14
15 16