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
401
$120K 0.01%
1,766
402
$117K 0.01%
2,260
403
$117K 0.01%
2,109
404
$116K 0.01%
3,900
405
$115K 0.01%
1,715
406
$115K 0.01%
2,180
407
$115K 0.01%
7,698
408
$114K 0.01%
1,608
409
$114K 0.01%
4,121
-6,301
410
$114K 0.01%
1,975
411
$113K 0.01%
2,900
-500
412
$112K 0.01%
2,500
413
$110K 0.01%
4,350
-614
414
$110K 0.01%
1,800
415
$108K 0.01%
1,409
+480
416
$108K 0.01%
4,550
+1,500
417
$108K 0.01%
2,055
-8,316
418
$107K 0.01%
2,127
419
$105K 0.01%
3,352
-28,017
420
$105K 0.01%
12,740
421
$105K 0.01%
7,500
-2,000
422
$104K 0.01%
17,500
-5,000
423
$104K 0.01%
+2,108
424
$103K 0.01%
1,200
-500
425
$103K 0.01%
6,686
+1,083
15 16
17
18 19