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
776
$10K ﹤0.01%
160
777
$10K ﹤0.01%
222
778
$10K ﹤0.01%
500
779
$10K ﹤0.01%
288
780
$10K ﹤0.01%
150
781
$10K ﹤0.01%
1,270
782
$10K ﹤0.01%
211
783
$9K ﹤0.01%
55
784
$9K ﹤0.01%
1,160
785
$9K ﹤0.01%
174
786
$9K ﹤0.01%
112
787
$9K ﹤0.01%
175
-350
788
$9K ﹤0.01%
100
-2,000
789
$9K ﹤0.01%
2,352
790
$9K ﹤0.01%
200
791
$8K ﹤0.01%
600
792
$8K ﹤0.01%
506
793
$8K ﹤0.01%
750
794
$8K ﹤0.01%
200
795
$8K ﹤0.01%
100
796
$8K ﹤0.01%
75
+40
797
$8K ﹤0.01%
455
-1
798
$8K ﹤0.01%
300
799
$8K ﹤0.01%
155
800
$8K ﹤0.01%
350
30 31
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