WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
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
+$2.02M
2
+$1.16M
3
+$1.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$998K
5
PX
Praxair Inc
PX
+$921K

Top Sells

1
+$1M
2
+$969K
3
+$932K
4
CF icon
CF Industries
CF
+$915K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$895K

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
501
$58K 0.01%
1,704
502
$58K 0.01%
4,908
503
$56K 0.01%
1,544
504
$56K 0.01%
1,515
505
$56K 0.01%
1,514
506
$55K 0.01%
2,850
-4,233
507
$55K 0.01%
3,400
508
$54K 0.01%
1,500
509
$54K 0.01%
2,817
510
$53K 0.01%
3,280
511
$52K 0.01%
1,941
512
$52K 0.01%
500
513
$52K 0.01%
1,800
514
$51K 0.01%
3,076
-126
515
$51K 0.01%
570
516
$51K 0.01%
766
517
$50K 0.01%
2,361
518
$50K 0.01%
1,400
519
$50K 0.01%
850
520
$50K 0.01%
1,325
521
$50K 0.01%
4,827
522
$50K 0.01%
2,775
523
$50K 0.01%
1,255
524
$49K 0.01%
375
525
$49K 0.01%
754
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