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
901
$0 ﹤0.01%
9
902
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+3
903
$0 ﹤0.01%
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904
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905
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906
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3
907
$0 ﹤0.01%
308
908
– –
-1,200
909
– –
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910
– –
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911
$0 ﹤0.01%
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913
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-2,000
914
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915
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916
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918
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920
$0 ﹤0.01%
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924
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925
$0 ﹤0.01%
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