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
676
$21K ﹤0.01%
973
677
$21K ﹤0.01%
1,060
-1,178
678
$21K ﹤0.01%
225
679
$21K ﹤0.01%
20,500
680
$21K ﹤0.01%
448
681
$20K ﹤0.01%
675
682
$20K ﹤0.01%
1,000
683
$20K ﹤0.01%
585
684
$20K ﹤0.01%
735
685
$19K ﹤0.01%
211
686
$19K ﹤0.01%
230
687
$19K ﹤0.01%
365
-390
688
$19K ﹤0.01%
180
-165
689
$19K ﹤0.01%
2,090
690
$19K ﹤0.01%
1,400
+1,000
691
$19K ﹤0.01%
760
692
$19K ﹤0.01%
500
693
$19K ﹤0.01%
284
694
$19K ﹤0.01%
320
695
$19K ﹤0.01%
917
696
$18K ﹤0.01%
300
697
$18K ﹤0.01%
943
698
$18K ﹤0.01%
243
699
$18K ﹤0.01%
118
700
$18K ﹤0.01%
660
-20
26 27
28
29 30