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
301
$284K 0.03%
5,236
302
$283K 0.03%
8,275
303
$276K 0.03%
35,130
304
$276K 0.03%
4,300
305
$276K 0.03%
5,488
306
$276K 0.03%
4,819
307
$269K 0.03%
13,402
-2,546
308
$269K 0.03%
15,300
309
$265K 0.03%
1,750
-150
310
$264K 0.03%
3,098
311
$262K 0.03%
2,311
312
$261K 0.03%
6,645
313
$254K 0.03%
3,424
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314
$249K 0.03%
6,580
315
$247K 0.03%
7,720
-116
316
$241K 0.03%
22,698
-4,052
317
$240K 0.03%
5,354
+580
318
$239K 0.03%
15,435
-5,000
319
$239K 0.03%
3,735
-120
320
$239K 0.03%
1,100
321
$232K 0.03%
5,125
322
$231K 0.03%
5,959
323
$226K 0.03%
43,495
-7,457
324
$222K 0.03%
10,000
325
$220K 0.03%
7,036
11 12
13
14 15