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
551
$41K ﹤0.01%
5,822
-550
552
$41K ﹤0.01%
1,800
553
$41K ﹤0.01%
525
554
$41K ﹤0.01%
644
555
$40K ﹤0.01%
1,153
556
$40K ﹤0.01%
469
557
$40K ﹤0.01%
1,490
558
$40K ﹤0.01%
371
559
$40K ﹤0.01%
530
560
$39K ﹤0.01%
655
-29
561
$39K ﹤0.01%
705
562
$39K ﹤0.01%
948
-300
563
$39K ﹤0.01%
305
564
$39K ﹤0.01%
1,000
565
$39K ﹤0.01%
300
566
$39K ﹤0.01%
2,500
567
$38K ﹤0.01%
407
568
$38K ﹤0.01%
948
-300
569
$38K ﹤0.01%
936
-279
570
$38K ﹤0.01%
1,250
571
$37K ﹤0.01%
295
572
$36K ﹤0.01%
743
573
$35K ﹤0.01%
688
-400
574
$35K ﹤0.01%
745
575
$35K ﹤0.01%
400
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