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
526
$49K 0.01%
1,000
527
$49K 0.01%
580
528
$49K 0.01%
1,000
529
$48K 0.01%
1,340
530
$47K 0.01%
2,088
531
$47K 0.01%
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532
$47K 0.01%
435
533
$47K 0.01%
600
534
$47K 0.01%
1,050
535
$46K 0.01%
440
-150
536
$46K 0.01%
2,500
537
$46K 0.01%
872
538
$46K 0.01%
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539
$45K 0.01%
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540
$45K 0.01%
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541
$45K 0.01%
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542
$45K 0.01%
54
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543
$44K 0.01%
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544
$44K 0.01%
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545
$44K 0.01%
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546
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547
$43K 0.01%
1,300
548
$43K 0.01%
613
549
$42K ﹤0.01%
2,520
550
$42K ﹤0.01%
1,500
20 21
22
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