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
476
$69K 0.01%
1,459
477
$68K 0.01%
1,238
-600
478
$68K 0.01%
500
479
$67K 0.01%
5,472
+3,080
480
$66K 0.01%
1,226
481
$66K 0.01%
1,000
482
$66K 0.01%
2,440
483
$66K 0.01%
1,136
484
$66K 0.01%
+3,100
485
$65K 0.01%
2,288
486
$65K 0.01%
1,786
-200
487
$65K 0.01%
1,601
488
$65K 0.01%
1,215
489
$65K 0.01%
1,030
-65
490
$64K 0.01%
2,425
491
$64K 0.01%
1,000
492
$64K 0.01%
316
493
$64K 0.01%
+670
494
$63K 0.01%
1,750
495
$61K 0.01%
4,200
+300
496
$61K 0.01%
550
497
$60K 0.01%
1,204
498
$60K 0.01%
2,351
499
$59K 0.01%
3,000
500
$58K 0.01%
990
18 19
20
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