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
$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
851
$3K ﹤0.01%
189
852
$3K ﹤0.01%
115
853
$3K ﹤0.01%
62
854
$3K ﹤0.01%
99
855
$3K ﹤0.01%
46
856
$3K ﹤0.01%
68
857
$3K ﹤0.01%
56
858
$3K ﹤0.01%
206
859
$2K ﹤0.01%
75
860
$2K ﹤0.01%
126
861
$2K ﹤0.01%
278
862
$2K ﹤0.01%
1
863
$2K ﹤0.01%
140
864
$2K ﹤0.01%
250
865
$2K ﹤0.01%
54
866
$2K ﹤0.01%
93
867
$2K ﹤0.01%
68
868
$2K ﹤0.01%
150
869
$2K ﹤0.01%
44
870
$2K ﹤0.01%
20
871
$1K ﹤0.01%
63
872
$1K ﹤0.01%
30
873
$1K ﹤0.01%
40
874
$1K ﹤0.01%
34
875
$1K ﹤0.01%
320
33 34
35
36 37