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
426
$101K 0.01%
920
427
$100K 0.01%
800
428
$99K 0.01%
1,200
429
$97K 0.01%
5,419
430
$96K 0.01%
4,300
431
$95K 0.01%
2,150
-1,000
432
$94K 0.01%
600
433
$92K 0.01%
17,714
434
$91K 0.01%
1,050
435
$91K 0.01%
1,286
436
$90K 0.01%
3,343
437
$90K 0.01%
1,200
438
$90K 0.01%
3,200
+250
439
$90K 0.01%
1,230
440
$90K 0.01%
3,600
441
$87K 0.01%
2,900
442
$86K 0.01%
2,888
443
$86K 0.01%
2,790
+1,720
444
$86K 0.01%
2,647
445
$86K 0.01%
5,336
446
$84K 0.01%
2,600
447
$83K 0.01%
2,170
448
$81K 0.01%
3,051
449
$81K 0.01%
4,784
-1,300
450
$80K 0.01%
1,740
16 17
18
19 20