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
351
$187K 0.02%
2,329
+920
352
$176K 0.02%
4,491
353
$176K 0.02%
6,510
354
$175K 0.02%
1,839
355
$174K 0.02%
1,646
356
$174K 0.02%
29,445
357
$174K 0.02%
12,950
-1,409
358
$172K 0.02%
1,235
-250
359
$170K 0.02%
3,115
+500
360
$168K 0.02%
6,792
-10
361
$167K 0.02%
1,360
362
$167K 0.02%
4,572
363
$166K 0.02%
13,192
-2,355
364
$165K 0.02%
37,758
365
$165K 0.02%
2,108
366
$164K 0.02%
6,700
367
$162K 0.02%
8,550
368
$162K 0.02%
2,176
-620
369
$162K 0.02%
1,600
370
$157K 0.02%
3,000
371
$156K 0.02%
2,774
372
$154K 0.02%
4,471
-737
373
$152K 0.02%
2,975
374
$152K 0.02%
4,079
375
$152K 0.02%
4,700
-675
13 14
15
16 17