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
201
$773K 0.09%
6,200
202
$765K 0.09%
15,795
-1,377
203
$745K 0.09%
11,212
204
$745K 0.09%
11,171
+10,171
205
$742K 0.09%
6,046
-231
206
$711K 0.08%
11,468
-17,242
207
$703K 0.08%
13,569
-1,060
208
$695K 0.08%
10,025
-1,435
209
$681K 0.08%
20,182
-3,012
210
$678K 0.08%
6,385
-2,963
211
$664K 0.08%
10,879
-1,244
212
$662K 0.08%
12,750
-1,750
213
$662K 0.08%
9,675
+149
214
$659K 0.08%
6,850
215
$655K 0.08%
7,781
-626
216
$640K 0.07%
5,580
-1,840
217
$625K 0.07%
13,263
-1,121
218
$622K 0.07%
16,730
-200
219
$604K 0.07%
6,442
220
$601K 0.07%
6,600
221
$591K 0.07%
8,838
222
$590K 0.07%
10,484
223
$589K 0.07%
8,400
224
$586K 0.07%
7,970
225
$586K 0.07%
13,850
-50
7 8
9
10 11