WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$924K
2
+$913K
3
+$517K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$481K
5
SHW icon
Sherwin-Williams
SHW
+$479K

Top Sells

1
+$611K
2
+$515K
3
+$491K
4
CVX icon
Chevron
CVX
+$412K
5
OXY icon
Occidental Petroleum
OXY
+$411K

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%
1,465
352
$176K 0.02%
4,491
353
$176K 0.02%
6,510
354
$175K 0.02%
1,839
355
$174K 0.02%
29,445
356
$174K 0.02%
12,950
-1,409
357
$174K 0.02%
1,646
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%
4,572
362
$167K 0.02%
1,360
363
$166K 0.02%
13,192
-2,355
364
$165K 0.02%
37,758
365
$165K 0.02%
4,216
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