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
576
$35K ﹤0.01%
315
577
$35K ﹤0.01%
1,497
578
$35K ﹤0.01%
1,000
579
$35K ﹤0.01%
1,056
580
$35K ﹤0.01%
2,624
581
$35K ﹤0.01%
1,404
582
$35K ﹤0.01%
1,300
583
$35K ﹤0.01%
400
584
$35K ﹤0.01%
256
585
$35K ﹤0.01%
688
-400
586
$34K ﹤0.01%
1,479
587
$34K ﹤0.01%
+1,030
588
$34K ﹤0.01%
750
589
$34K ﹤0.01%
2,122
590
$34K ﹤0.01%
1,151
591
$34K ﹤0.01%
900
592
$34K ﹤0.01%
986
593
$33K ﹤0.01%
2,120
+1,120
594
$33K ﹤0.01%
3,000
595
$33K ﹤0.01%
331
596
$33K ﹤0.01%
850
597
$32K ﹤0.01%
1,149
598
$32K ﹤0.01%
472
599
$32K ﹤0.01%
2,500
600
$32K ﹤0.01%
850
22 23
24
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