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
651
$24K ﹤0.01%
757
652
$24K ﹤0.01%
500
653
$24K ﹤0.01%
2,000
+600
654
$24K ﹤0.01%
730
655
$23K ﹤0.01%
980
656
$23K ﹤0.01%
500
657
$23K ﹤0.01%
393
658
$23K ﹤0.01%
602
-1,267
659
$23K ﹤0.01%
681
660
$23K ﹤0.01%
868
661
$23K ﹤0.01%
350
662
$23K ﹤0.01%
285
663
$23K ﹤0.01%
250
664
$23K ﹤0.01%
1,000
665
$22K ﹤0.01%
858
666
$22K ﹤0.01%
198
667
$22K ﹤0.01%
204
668
$22K ﹤0.01%
700
669
$22K ﹤0.01%
868
670
$22K ﹤0.01%
765
-528
671
$22K ﹤0.01%
570
672
$21K ﹤0.01%
448
673
$21K ﹤0.01%
2,250
674
$21K ﹤0.01%
+1,190
675
$21K ﹤0.01%
260
25 26
27
28 29