We are live on ! Find out more
WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$2.02M
2
+$1.16M
3
+$1.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$998K
5
PX
Praxair Inc
PX
+$921K

Top Sells

1
+$1M
2
+$969K
3
+$932K
4
CF icon
CF Industries
CF
+$915K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$895K

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
$1K ﹤0.01%
50
879
$1K ﹤0.01%
115
880
$1K ﹤0.01%
12
881
$1K ﹤0.01%
26
882
$1K ﹤0.01%
15
883
$1K ﹤0.01%
80
884
$1K ﹤0.01%
60
885
$1K ﹤0.01%
66
-2
886
$1K ﹤0.01%
40
887
$1K ﹤0.01%
320
888
$1K ﹤0.01%
34
889
$1K ﹤0.01%
63
890
$1K ﹤0.01%
30
891
$1K ﹤0.01%
40
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
– –
-2,080
34 35
36
37 38