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
126
$1.58M 0.18%
36,610
-175
127
$1.58M 0.18%
60,792
-2,876
128
$1.54M 0.18%
20,937
-841
129
$1.52M 0.18%
64,080
+2,900
130
$1.5M 0.17%
52,234
+3,848
131
$1.48M 0.17%
16,448
-97
132
$1.47M 0.17%
36,000
133
$1.47M 0.17%
98,729
-12,151
134
$1.46M 0.17%
31,591
+927
135
$1.46M 0.17%
21,125
136
$1.45M 0.17%
28,826
-10,279
137
$1.44M 0.17%
14,069
+697
138
$1.4M 0.16%
19,778
+150
139
$1.4M 0.16%
17,075
+736
140
$1.37M 0.16%
17,571
-300
141
$1.36M 0.16%
1,128
142
$1.35M 0.16%
18,062
-1,050
143
$1.34M 0.16%
99,064
144
$1.32M 0.15%
18,041
+1
145
$1.32M 0.15%
11,542
+8,822
146
$1.32M 0.15%
41,165
+6,093
147
$1.3M 0.15%
16,294
+3,784
148
$1.29M 0.15%
24,295
+413
149
$1.27M 0.15%
44,075
-2,000
150
$1.27M 0.15%
18,479
-1,759
4 5
6
7 8