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
776
$10K ﹤0.01%
1,300
777
$10K ﹤0.01%
225
778
$10K ﹤0.01%
290
779
$10K ﹤0.01%
160
780
$10K ﹤0.01%
222
781
$10K ﹤0.01%
500
782
$10K ﹤0.01%
288
783
$9K ﹤0.01%
55
784
$9K ﹤0.01%
1,160
785
$9K ﹤0.01%
174
786
$9K ﹤0.01%
112
787
$9K ﹤0.01%
175
-350
788
$9K ﹤0.01%
100
-2,000
789
$9K ﹤0.01%
2,283
790
$9K ﹤0.01%
200
791
$8K ﹤0.01%
100
792
$8K ﹤0.01%
75
+40
793
$8K ﹤0.01%
455
-1
794
$8K ﹤0.01%
300
795
$8K ﹤0.01%
200
796
$8K ﹤0.01%
115
-100
797
$8K ﹤0.01%
1,405
798
$8K ﹤0.01%
155
799
$8K ﹤0.01%
350
800
$8K ﹤0.01%
201
30 31
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