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
51
$5.12M 0.6%
52,133
-1,932
52
$5.03M 0.59%
176,705
-1,353
53
$4.78M 0.56%
176,606
-18,625
54
$4.73M 0.55%
41,479
55
$4.66M 0.54%
34,906
-418
56
$4.65M 0.54%
43,552
+508
57
$4.59M 0.54%
45,878
-59
58
$4.58M 0.54%
66,472
+1,527
59
$4.53M 0.53%
56,644
-1,339
60
$4.42M 0.52%
77,488
-1,300
61
$4.2M 0.49%
79,670
+2,444
62
$4.03M 0.47%
65,579
+511
63
$4M 0.47%
63,845
+12,725
64
$3.88M 0.45%
98,421
-690
65
$3.79M 0.44%
96,700
+8,776
66
$3.75M 0.44%
86,890
-678
67
$3.71M 0.43%
60,473
-5,642
68
$3.71M 0.43%
58,949
-270
69
$3.54M 0.41%
10,401
+913
70
$3.52M 0.41%
34,294
+9,228
71
$3.29M 0.38%
51,984
-2,117
72
$3.2M 0.37%
41,837
-10,906
73
$3.06M 0.36%
37,609
-7,400
74
$2.96M 0.35%
29,946
+1,745
75
$2.96M 0.35%
45,569
-2,084
1 2
3
4 5