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
826
$6K ﹤0.01%
422
827
$6K ﹤0.01%
58
828
$5K ﹤0.01%
40
829
$5K ﹤0.01%
185
830
$5K ﹤0.01%
127
831
$5K ﹤0.01%
174
-107
832
$5K ﹤0.01%
+257
833
$5K ﹤0.01%
268
834
$5K ﹤0.01%
564
835
$5K ﹤0.01%
150
-960
836
$4K ﹤0.01%
165
837
$4K ﹤0.01%
200
838
$4K ﹤0.01%
188
839
$4K ﹤0.01%
119
840
$4K ﹤0.01%
+94
841
$4K ﹤0.01%
144
842
$4K ﹤0.01%
70
843
$4K ﹤0.01%
110
844
$4K ﹤0.01%
47
845
$4K ﹤0.01%
500
846
$4K ﹤0.01%
309
847
$3K ﹤0.01%
68
848
$3K ﹤0.01%
56
849
$3K ﹤0.01%
115
850
$3K ﹤0.01%
189
32 33
34
35 36