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
676
$21K ﹤0.01%
973
677
$21K ﹤0.01%
1,060
-1,178
678
$21K ﹤0.01%
20,500
679
$21K ﹤0.01%
242
680
$21K ﹤0.01%
225
681
$20K ﹤0.01%
675
682
$20K ﹤0.01%
1,000
683
$20K ﹤0.01%
585
684
$20K ﹤0.01%
735
685
$19K ﹤0.01%
211
686
$19K ﹤0.01%
917
687
$19K ﹤0.01%
230
688
$19K ﹤0.01%
365
-390
689
$19K ﹤0.01%
180
-165
690
$19K ﹤0.01%
2,090
691
$19K ﹤0.01%
1,400
+1,000
692
$19K ﹤0.01%
760
693
$19K ﹤0.01%
500
694
$19K ﹤0.01%
284
695
$19K ﹤0.01%
320
696
$18K ﹤0.01%
943
697
$18K ﹤0.01%
118
698
$18K ﹤0.01%
750
699
$18K ﹤0.01%
400
700
$18K ﹤0.01%
700
-180
26 27
28
29 30