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
626
$27K ﹤0.01%
252
627
$27K ﹤0.01%
1,500
-750
628
$27K ﹤0.01%
1,602
-1,165
629
$27K ﹤0.01%
852
630
$27K ﹤0.01%
1,850
631
$27K ﹤0.01%
268
632
$26K ﹤0.01%
355
633
$26K ﹤0.01%
373
634
$26K ﹤0.01%
2,015
635
$26K ﹤0.01%
697
636
$26K ﹤0.01%
954
637
$26K ﹤0.01%
1,200
638
$26K ﹤0.01%
1,150
+150
639
$26K ﹤0.01%
2,370
-11,700
640
$26K ﹤0.01%
462
641
$25K ﹤0.01%
450
642
$25K ﹤0.01%
1,546
643
$25K ﹤0.01%
2,000
644
$25K ﹤0.01%
1,568
+70
645
$25K ﹤0.01%
109
646
$25K ﹤0.01%
342
647
$25K ﹤0.01%
1,000
648
$24K ﹤0.01%
237
649
$24K ﹤0.01%
1,000
650
$24K ﹤0.01%
1,400
24 25
26
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