WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$889K
3
+$826K
4
ETN icon
Eaton
ETN
+$824K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$694K

Top Sells

1
+$1.14M
2
+$902K
3
+$821K
4
EMR icon
Emerson Electric
EMR
+$760K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$759K

Sector Composition

1 Healthcare 10.92%
2 Technology 10.56%
3 Financials 8.5%
4 Energy 8.33%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
411
777
$12K ﹤0.01%
+75
778
$12K ﹤0.01%
268
779
$12K ﹤0.01%
390
780
$12K ﹤0.01%
325
781
$12K ﹤0.01%
150
782
$12K ﹤0.01%
261
783
$12K ﹤0.01%
1,148
784
$11K ﹤0.01%
55
785
$11K ﹤0.01%
225
786
$11K ﹤0.01%
300
787
$11K ﹤0.01%
100
788
$11K ﹤0.01%
280
789
$11K ﹤0.01%
115
790
$11K ﹤0.01%
310
791
$10K ﹤0.01%
600
792
$10K ﹤0.01%
290
793
$10K ﹤0.01%
600
794
$10K ﹤0.01%
350
795
$10K ﹤0.01%
750
796
$10K ﹤0.01%
100
797
$10K ﹤0.01%
183
798
$9K ﹤0.01%
150
799
$9K ﹤0.01%
150
800
$9K ﹤0.01%
500
30 31
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