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
876
$1K ﹤0.01%
15
877
$1K ﹤0.01%
44
-63
878
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50
879
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40
880
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30
881
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26
882
$1K ﹤0.01%
15
883
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80
884
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60
885
$1K ﹤0.01%
66
-2
886
$1K ﹤0.01%
40
887
$1K ﹤0.01%
320
888
$1K ﹤0.01%
309
889
$1K ﹤0.01%
115
890
$1K ﹤0.01%
12
891
$1K ﹤0.01%
63
892
$0 ﹤0.01%
12
893
$0 ﹤0.01%
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$0 ﹤0.01%
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895
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896
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897
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898
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899
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900
$0 ﹤0.01%
135
34 35
36
37 38