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
851
$3K ﹤0.01%
80
852
$3K ﹤0.01%
62
853
$3K ﹤0.01%
99
854
$3K ﹤0.01%
46
855
$3K ﹤0.01%
61
856
$3K ﹤0.01%
85
857
$3K ﹤0.01%
120
858
$3K ﹤0.01%
206
859
$2K ﹤0.01%
126
860
$2K ﹤0.01%
20
861
$2K ﹤0.01%
75
862
$2K ﹤0.01%
44
863
$2K ﹤0.01%
150
864
$2K ﹤0.01%
68
865
$2K ﹤0.01%
93
866
$2K ﹤0.01%
54
867
$2K ﹤0.01%
250
868
$2K ﹤0.01%
140
869
$2K ﹤0.01%
1
870
$2K ﹤0.01%
278
871
$1K ﹤0.01%
309
872
$1K ﹤0.01%
74
873
$1K ﹤0.01%
20
874
$1K ﹤0.01%
34
875
$1K ﹤0.01%
31
33 34
35
36 37