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%
11
877
$1K ﹤0.01%
15
878
$1K ﹤0.01%
44
-63
879
$1K ﹤0.01%
47
880
$1K ﹤0.01%
40
881
$1K ﹤0.01%
30
882
$1K ﹤0.01%
115
883
$1K ﹤0.01%
12
884
$1K ﹤0.01%
63
885
$1K ﹤0.01%
26
886
$1K ﹤0.01%
15
887
$1K ﹤0.01%
80
888
$1K ﹤0.01%
60
889
$1K ﹤0.01%
66
-2
890
$1K ﹤0.01%
40
891
$1K ﹤0.01%
320
892
$0 ﹤0.01%
15
893
$0 ﹤0.01%
1
894
– –
-2,000
895
– –
-20
896
– –
-1,100
897
$0 ﹤0.01%
13
898
$0 ﹤0.01%
12
899
$0 ﹤0.01%
12
900
– –
-208
34 35
36
37 38