WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$893K
3
+$548K
4
SHW icon
Sherwin-Williams
SHW
+$481K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$464K

Top Sells

1
+$593K
2
+$482K
3
+$478K
4
CVX icon
Chevron
CVX
+$430K
5
OXY icon
Occidental Petroleum
OXY
+$416K

Sector Composition

1 Healthcare 12.94%
2 Technology 10.29%
3 Financials 9.9%
4 Industrials 7.83%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$429K 0.05%
3,515
252
$427K 0.05%
13,145
-150
253
$427K 0.05%
12,525
254
$425K 0.05%
12,631
255
$421K 0.05%
4,070
256
$420K 0.05%
11,664
+340
257
$420K 0.05%
23,540
258
$418K 0.05%
4,445
259
$415K 0.05%
15,375
+600
260
$411K 0.05%
7,034
261
$396K 0.05%
62,685
-2,500
262
$396K 0.05%
5,882
-310
263
$390K 0.04%
6,804
+80
264
$387K 0.04%
9,025
-2,605
265
$386K 0.04%
9,562
+290
266
$385K 0.04%
8,330
+69
267
$379K 0.04%
7,482
-178
268
$373K 0.04%
7,849
+907
269
$366K 0.04%
3,411
+1,166
270
$365K 0.04%
4,800
-500
271
$364K 0.04%
3,205
+40
272
$356K 0.04%
14,022
-1,150
273
$353K 0.04%
7,650
-410
274
$348K 0.04%
11,681
+1,132
275
$342K 0.04%
3,649
9 10
11
12 13