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
176
$1.05M 0.12%
17,919
-691
177
$1.02M 0.12%
18,590
-2,944
178
$1.02M 0.12%
9,184
+1,026
179
$1.01M 0.12%
19,706
-1,429
180
$950K 0.11%
18,260
-1,000
181
$917K 0.11%
16,964
+2,098
182
$910K 0.11%
8,484
183
$901K 0.11%
18,459
-1,760
184
$879K 0.1%
65,978
-4,035
185
$873K 0.1%
22,373
-189
186
$871K 0.1%
11,309
-385
187
$865K 0.1%
5,486
-267
188
$857K 0.1%
31,530
189
$854K 0.1%
7,711
-1,546
190
$832K 0.1%
13,444
+700
191
$830K 0.1%
8,356
-422
192
$827K 0.1%
9,505
+2,492
193
$825K 0.1%
13,300
194
$811K 0.09%
20,704
+1,731
195
$809K 0.09%
14,578
+667
196
$806K 0.09%
31,734
-2,320
197
$796K 0.09%
10,838
198
$793K 0.09%
17,950
-773
199
$783K 0.09%
20,031
200
$782K 0.09%
10,529
-1,034
6 7
8
9 10