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
76
$2.92M 0.34%
38,623
+7,070
77
$2.87M 0.34%
68,631
-1,422
78
$2.86M 0.33%
82,602
-17,615
79
$2.78M 0.33%
91,064
+12,720
80
$2.75M 0.32%
76,580
+8,070
81
$2.72M 0.32%
21,125
-104
82
$2.54M 0.3%
18,922
-468
83
$2.5M 0.29%
39,245
+869
84
$2.48M 0.29%
93,177
-85
85
$2.48M 0.29%
28,317
-150
86
$2.38M 0.28%
104,052
-25,710
87
$2.37M 0.28%
15,063
-49
88
$2.35M 0.27%
20,145
-697
89
$2.33M 0.27%
138,693
+126,673
90
$2.31M 0.27%
21,421
-279
91
$2.29M 0.27%
46,429
-7
92
$2.28M 0.27%
52,117
-729
93
$2.26M 0.26%
27,467
-1,341
94
$2.24M 0.26%
14,207
+725
95
$2.19M 0.26%
26,267
-214
96
$2.15M 0.25%
17,780
97
$2.15M 0.25%
20,967
-468
98
$2.13M 0.25%
22,821
-6
99
$2.12M 0.25%
28,759
-279
100
$2.06M 0.24%
37,794
-521
2 3
4
5 6