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
626
$27K ﹤0.01%
252
627
$27K ﹤0.01%
1,500
-750
628
$27K ﹤0.01%
1,602
-1,165
629
$27K ﹤0.01%
852
630
$27K ﹤0.01%
1,850
631
$27K ﹤0.01%
268
632
$26K ﹤0.01%
355
633
$26K ﹤0.01%
373
634
$26K ﹤0.01%
2,015
635
$26K ﹤0.01%
697
636
$26K ﹤0.01%
954
637
$26K ﹤0.01%
1,200
638
$26K ﹤0.01%
575
+75
639
$26K ﹤0.01%
2,370
-11,700
640
$26K ﹤0.01%
462
641
$25K ﹤0.01%
450
642
$25K ﹤0.01%
1,546
643
$25K ﹤0.01%
109
644
$25K ﹤0.01%
342
645
$25K ﹤0.01%
2,000
646
$25K ﹤0.01%
1,568
+70
647
$25K ﹤0.01%
500
648
$24K ﹤0.01%
730
649
$24K ﹤0.01%
1,400
650
$24K ﹤0.01%
757
24 25
26
27 28