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
151
$1.26M 0.15%
+13,302
152
$1.22M 0.14%
90,174
-74,103
153
$1.21M 0.14%
17,401
-550
154
$1.17M 0.14%
16,132
-919
155
$1.16M 0.14%
16,039
+759
156
$1.15M 0.13%
8,653
-87
157
$1.14M 0.13%
110,121
-25,482
158
$1.13M 0.13%
7,631
-51
159
$1.12M 0.13%
11,890
160
$1.12M 0.13%
9,410
+753
161
$1.1M 0.13%
22,792
-6,599
162
$1.1M 0.13%
15,582
-1,290
163
$1.1M 0.13%
44,715
+2,125
164
$1.09M 0.13%
7,847
+167
165
$1.09M 0.13%
17,196
-982
166
$1.09M 0.13%
36,788
+2,160
167
$1.08M 0.13%
41,250
168
$1.08M 0.13%
35,345
169
$1.08M 0.13%
14,870
-166
170
$1.07M 0.13%
23,600
-2,000
171
$1.07M 0.13%
24,598
172
$1.07M 0.13%
59,102
+12,572
173
$1.06M 0.12%
9,542
+1,566
174
$1.06M 0.12%
13,370
175
$1.06M 0.12%
42,744
-573
5 6
7
8 9