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
751
$12K ﹤0.01%
1,375
752
$12K ﹤0.01%
335
753
$12K ﹤0.01%
340
754
$12K ﹤0.01%
740
755
$12K ﹤0.01%
10,488
756
$12K ﹤0.01%
950
757
$12K ﹤0.01%
325
758
$12K ﹤0.01%
1,165
759
$12K ﹤0.01%
35
760
$11K ﹤0.01%
+165
761
$11K ﹤0.01%
240
762
$11K ﹤0.01%
600
763
$11K ﹤0.01%
268
764
$11K ﹤0.01%
290
765
$11K ﹤0.01%
920
766
$11K ﹤0.01%
524
767
$11K ﹤0.01%
830
768
$11K ﹤0.01%
100
769
$11K ﹤0.01%
375
770
$11K ﹤0.01%
187
771
$11K ﹤0.01%
1,205
772
$11K ﹤0.01%
1,275
773
$10K ﹤0.01%
1,300
774
$10K ﹤0.01%
225
775
$10K ﹤0.01%
290
29 30
31
32 33