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
101
$2.06M 0.24%
60,800
+5,098
102
$2.06M 0.24%
32,859
-2,192
103
$2.03M 0.24%
75,020
-400
104
$2.02M 0.24%
7,748
-635
105
$2.01M 0.24%
39,370
-2,000
106
$1.95M 0.23%
24,843
-76
107
$1.95M 0.23%
24,082
+761
108
$1.89M 0.22%
47,915
109
$1.89M 0.22%
12,594
110
$1.89M 0.22%
123,255
-2,370
111
$1.83M 0.21%
33,569
-1,653
112
$1.83M 0.21%
63,020
-2,323
113
$1.77M 0.21%
98,987
+17,233
114
$1.76M 0.21%
18,614
+62
115
$1.73M 0.2%
18,890
116
$1.72M 0.2%
16,823
+622
117
$1.71M 0.2%
60,929
+5,531
118
$1.68M 0.2%
31,166
-1,669
119
$1.66M 0.19%
16,675
-760
120
$1.66M 0.19%
36,683
-2,573
121
$1.64M 0.19%
38,468
+900
122
$1.62M 0.19%
24,461
-17
123
$1.62M 0.19%
15,381
-845
124
$1.6M 0.19%
24,999
+9,219
125
$1.6M 0.19%
11,278
-250
3 4
5
6 7