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
501
$58K 0.01%
1,704
502
$58K 0.01%
4,908
503
$56K 0.01%
1,544
504
$56K 0.01%
1,515
505
$56K 0.01%
1,514
506
$55K 0.01%
2,850
-4,233
507
$55K 0.01%
3,400
508
$54K 0.01%
1,500
509
$54K 0.01%
2,817
510
$53K 0.01%
3,280
511
$52K 0.01%
1,941
512
$52K 0.01%
500
513
$52K 0.01%
1,800
514
$51K 0.01%
766
515
$51K 0.01%
3,076
-126
516
$51K 0.01%
570
517
$50K 0.01%
1,325
518
$50K 0.01%
4,786
519
$50K 0.01%
2,775
520
$50K 0.01%
2,361
521
$50K 0.01%
1,400
522
$50K 0.01%
850
523
$50K 0.01%
1,255
524
$49K 0.01%
375
525
$49K 0.01%
1,000
19 20
21
22 23