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
726
$15K ﹤0.01%
466
727
$15K ﹤0.01%
295
728
$15K ﹤0.01%
700
729
$14K ﹤0.01%
784
730
$14K ﹤0.01%
500
731
$14K ﹤0.01%
600
732
$14K ﹤0.01%
2,000
733
$14K ﹤0.01%
486
734
$14K ﹤0.01%
50
735
$14K ﹤0.01%
624
736
$14K ﹤0.01%
183
737
$14K ﹤0.01%
907
-1,000
738
$13K ﹤0.01%
467
-93
739
$13K ﹤0.01%
445
-600
740
$13K ﹤0.01%
1,034
741
$13K ﹤0.01%
310
742
$13K ﹤0.01%
200
743
$13K ﹤0.01%
225
744
$13K ﹤0.01%
200
745
$13K ﹤0.01%
1,148
746
$13K ﹤0.01%
686
747
$13K ﹤0.01%
360
748
$13K ﹤0.01%
280
749
$13K ﹤0.01%
1,262
-528
750
$12K ﹤0.01%
90
28 29
30
31 32