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
351
$179K 0.02%
2,856
352
$178K 0.02%
5,156
-1,491
353
$177K 0.02%
2,465
354
$177K 0.02%
5,460
-1,967
355
$176K 0.02%
4,572
356
$174K 0.02%
1,646
357
$173K 0.02%
9,416
358
$173K 0.02%
2,561
+442
359
$170K 0.02%
+2,975
360
$170K 0.02%
12,899
-2,609
361
$167K 0.02%
2,108
362
$166K 0.02%
5,208
-2,352
363
$165K 0.02%
6,700
364
$164K 0.02%
4,491
-595
365
$162K 0.02%
1,360
366
$159K 0.02%
5,375
-1,000
367
$158K 0.02%
8,550
368
$158K 0.02%
1,839
-242
369
$154K 0.02%
1,600
370
$154K 0.02%
50,952
+17,190
371
$153K 0.02%
29,445
-9,596
372
$150K 0.02%
4,079
+150
373
$149K 0.02%
3,888
374
$148K 0.02%
3,000
375
$147K 0.02%
6,802
-5,005
13 14
15
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