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
651
$24K ﹤0.01%
500
652
$24K ﹤0.01%
2,000
+600
653
$24K ﹤0.01%
1,000
654
$24K ﹤0.01%
237
655
$23K ﹤0.01%
1,000
656
$23K ﹤0.01%
980
657
$23K ﹤0.01%
500
658
$23K ﹤0.01%
393
659
$23K ﹤0.01%
602
-1,267
660
$23K ﹤0.01%
681
661
$23K ﹤0.01%
868
662
$23K ﹤0.01%
350
663
$23K ﹤0.01%
285
664
$23K ﹤0.01%
250
665
$22K ﹤0.01%
858
666
$22K ﹤0.01%
198
667
$22K ﹤0.01%
204
668
$22K ﹤0.01%
700
669
$22K ﹤0.01%
868
670
$22K ﹤0.01%
765
-528
671
$22K ﹤0.01%
570
672
$21K ﹤0.01%
2,250
673
$21K ﹤0.01%
+1,190
674
$21K ﹤0.01%
260
675
$21K ﹤0.01%
242
25 26
27
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