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
701
$18K ﹤0.01%
300
702
$18K ﹤0.01%
243
703
$18K ﹤0.01%
660
-20
704
$17K ﹤0.01%
400
705
$17K ﹤0.01%
435
706
$17K ﹤0.01%
400
707
$17K ﹤0.01%
211
708
$17K ﹤0.01%
5
709
$17K ﹤0.01%
548
710
$17K ﹤0.01%
501
711
$17K ﹤0.01%
390
712
$17K ﹤0.01%
415
713
$17K ﹤0.01%
324
714
$16K ﹤0.01%
334
715
$16K ﹤0.01%
225
716
$16K ﹤0.01%
240
717
$16K ﹤0.01%
700
-180
718
$16K ﹤0.01%
1,244
719
$16K ﹤0.01%
1,435
720
$15K ﹤0.01%
135
721
$15K ﹤0.01%
133
722
$15K ﹤0.01%
1,158
723
$15K ﹤0.01%
741
724
$15K ﹤0.01%
1,729
725
$15K ﹤0.01%
480
27 28
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