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
451
$80K 0.01%
2,900
-1,700
452
$79K 0.01%
4,232
453
$79K 0.01%
1,693
-1,757
454
$78K 0.01%
1,754
455
$78K 0.01%
4,351
-478
456
$78K 0.01%
383
-41
457
$77K 0.01%
1,000
458
$77K 0.01%
542
-208
459
$76K 0.01%
8,040
460
$75K 0.01%
934
+839
461
$75K 0.01%
1,157
462
$75K 0.01%
1,275
463
$74K 0.01%
+900
464
$74K 0.01%
1,876
465
$74K 0.01%
695
466
$73K 0.01%
1,200
467
$73K 0.01%
1,950
468
$72K 0.01%
+1,507
469
$72K 0.01%
2,160
+1,650
470
$71K 0.01%
2,972
471
$71K 0.01%
3,070
472
$70K 0.01%
+3,350
473
$70K 0.01%
571
474
$69K 0.01%
1,500
475
$69K 0.01%
+1,858
17 18
19
20 21