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
326
$219K 0.03%
5,759
-96
327
$217K 0.02%
4,650
328
$215K 0.02%
6,000
329
$213K 0.02%
2,549
330
$212K 0.02%
1,000
331
$211K 0.02%
4,800
332
$211K 0.02%
3,960
333
$208K 0.02%
6,950
-1,000
334
$208K 0.02%
3,850
335
$204K 0.02%
13,500
-5,000
336
$203K 0.02%
3,234
-75
337
$202K 0.02%
5,640
+330
338
$201K 0.02%
6,742
+1,647
339
$201K 0.02%
2,265
340
$198K 0.02%
2,294
341
$195K 0.02%
4,517
-943
342
$193K 0.02%
9,416
343
$193K 0.02%
3,385
-248
344
$192K 0.02%
4,592
-1,008
345
$190K 0.02%
2,950
346
$190K 0.02%
2,050
347
$190K 0.02%
4,068
348
$189K 0.02%
2,465
349
$188K 0.02%
2,950
+94
350
$187K 0.02%
1,465
12 13
14
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