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
376
$144K 0.02%
2,615
+1,500
377
$141K 0.02%
2,890
378
$141K 0.02%
37,758
379
$139K 0.02%
13,448
+6,314
380
$138K 0.02%
1,961
381
$138K 0.02%
2,774
382
$137K 0.02%
4,370
383
$135K 0.02%
1,960
384
$135K 0.02%
2,555
385
$134K 0.02%
2,616
386
$133K 0.02%
1,500
387
$131K 0.02%
1,750
388
$130K 0.02%
3,727
389
$129K 0.02%
2,400
390
$128K 0.02%
2,500
-500
391
$128K 0.02%
5,850
+500
392
$127K 0.01%
8,390
393
$126K 0.01%
2,456
394
$124K 0.01%
1,094
395
$124K 0.01%
3,700
396
$123K 0.01%
1,800
-200
397
$122K 0.01%
615
398
$122K 0.01%
1,030
399
$121K 0.01%
3,058
+192
400
$120K 0.01%
1,670
14 15
16
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