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
801
$8K ﹤0.01%
600
802
$8K ﹤0.01%
506
803
$8K ﹤0.01%
750
804
$7K ﹤0.01%
52
805
$7K ﹤0.01%
1,105
806
$7K ﹤0.01%
115
807
$7K ﹤0.01%
131
808
$7K ﹤0.01%
672
809
$7K ﹤0.01%
197
810
$7K ﹤0.01%
1,735
811
$7K ﹤0.01%
600
812
$7K ﹤0.01%
303
-1,200
813
$7K ﹤0.01%
527
814
$7K ﹤0.01%
219
815
$7K ﹤0.01%
300
816
$6K ﹤0.01%
150
817
$6K ﹤0.01%
52
818
$6K ﹤0.01%
145
819
$6K ﹤0.01%
438
820
$6K ﹤0.01%
75
821
$6K ﹤0.01%
153
822
$6K ﹤0.01%
330
823
$6K ﹤0.01%
250
824
$6K ﹤0.01%
252
825
$6K ﹤0.01%
500
31 32
33
34 35