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
526
$49K 0.01%
580
527
$49K 0.01%
1,000
528
$49K 0.01%
754
529
$48K 0.01%
1,340
530
$47K 0.01%
2,088
531
$47K 0.01%
1,648
532
$47K 0.01%
600
533
$47K 0.01%
1,050
534
$47K 0.01%
435
535
$46K 0.01%
440
-150
536
$46K 0.01%
2,500
537
$46K 0.01%
+280
538
$46K 0.01%
872
539
$45K 0.01%
2,890
540
$45K 0.01%
975
-200
541
$45K 0.01%
54
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542
$45K 0.01%
1,300
543
$44K 0.01%
890
544
$44K 0.01%
1,067
545
$44K 0.01%
1,366
-1,200
546
$43K 0.01%
1,230
547
$43K 0.01%
1,300
548
$43K 0.01%
613
549
$42K ﹤0.01%
2,520
550
$42K ﹤0.01%
1,500
20 21
22
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