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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
826
$6K ﹤0.01%
115
-3,725
827
$6K ﹤0.01%
172
828
$6K ﹤0.01%
300
829
$6K ﹤0.01%
195
830
$6K ﹤0.01%
300
831
$6K ﹤0.01%
250
832
$6K ﹤0.01%
2,017
833
$5K ﹤0.01%
35
834
$5K ﹤0.01%
126
835
$5K ﹤0.01%
100
836
$5K ﹤0.01%
95
837
$5K ﹤0.01%
52
838
$5K ﹤0.01%
75
839
$5K ﹤0.01%
75
840
$5K ﹤0.01%
110
841
$5K ﹤0.01%
58
842
$5K ﹤0.01%
307
843
$4K ﹤0.01%
95
844
$4K ﹤0.01%
52
845
$4K ﹤0.01%
99
846
$4K ﹤0.01%
77
847
$4K ﹤0.01%
250
848
$4K ﹤0.01%
105
849
$4K ﹤0.01%
+116
850
$4K ﹤0.01%
165
32 33
34
35 36