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
851
$3K ﹤0.01%
120
852
$3K ﹤0.01%
206
853
$3K ﹤0.01%
115
854
$3K ﹤0.01%
62
855
$3K ﹤0.01%
99
856
$3K ﹤0.01%
46
857
$3K ﹤0.01%
61
858
$3K ﹤0.01%
85
859
$2K ﹤0.01%
20
860
$2K ﹤0.01%
44
861
$2K ﹤0.01%
150
862
$2K ﹤0.01%
68
863
$2K ﹤0.01%
93
864
$2K ﹤0.01%
54
865
$2K ﹤0.01%
250
866
$2K ﹤0.01%
140
867
$2K ﹤0.01%
1
868
$2K ﹤0.01%
278
869
$2K ﹤0.01%
126
870
$2K ﹤0.01%
75
871
$1K ﹤0.01%
80
872
$1K ﹤0.01%
60
873
$1K ﹤0.01%
66
-2
874
$1K ﹤0.01%
40
875
$1K ﹤0.01%
320
33 34
35
36 37