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
751
$12K ﹤0.01%
10,488
752
$12K ﹤0.01%
950
753
$12K ﹤0.01%
325
754
$12K ﹤0.01%
1,165
755
$12K ﹤0.01%
35
756
$12K ﹤0.01%
90
757
$12K ﹤0.01%
1,375
758
$12K ﹤0.01%
335
759
$12K ﹤0.01%
340
760
$11K ﹤0.01%
920
761
$11K ﹤0.01%
524
762
$11K ﹤0.01%
+165
763
$11K ﹤0.01%
240
764
$11K ﹤0.01%
600
765
$11K ﹤0.01%
830
766
$11K ﹤0.01%
100
767
$11K ﹤0.01%
375
768
$11K ﹤0.01%
187
769
$11K ﹤0.01%
1,205
770
$11K ﹤0.01%
268
771
$11K ﹤0.01%
290
772
$11K ﹤0.01%
1,275
773
$10K ﹤0.01%
150
774
$10K ﹤0.01%
1,270
775
$10K ﹤0.01%
211
29 30
31
32 33