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
601
$32K ﹤0.01%
461
602
$32K ﹤0.01%
1,119
603
$31K ﹤0.01%
284
604
$31K ﹤0.01%
3,000
605
$31K ﹤0.01%
+1,500
606
$30K ﹤0.01%
+590
607
$30K ﹤0.01%
750
608
$30K ﹤0.01%
66
609
$30K ﹤0.01%
25
610
$30K ﹤0.01%
1,484
611
$30K ﹤0.01%
616
612
$29K ﹤0.01%
1,526
613
$29K ﹤0.01%
3,375
614
$29K ﹤0.01%
+1,982
615
$29K ﹤0.01%
2,900
+750
616
$29K ﹤0.01%
744
617
$29K ﹤0.01%
997
618
$28K ﹤0.01%
775
619
$28K ﹤0.01%
452
620
$28K ﹤0.01%
1,242
621
$28K ﹤0.01%
424
622
$28K ﹤0.01%
449
623
$27K ﹤0.01%
475
624
$27K ﹤0.01%
750
625
$27K ﹤0.01%
700
23 24
25
26 27