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
376
$151K 0.02%
1,030
377
$150K 0.02%
3,888
378
$149K 0.02%
1,960
379
$145K 0.02%
2,890
380
$141K 0.02%
1,961
381
$139K 0.02%
3,727
382
$138K 0.02%
1,094
383
$138K 0.02%
5,850
384
$137K 0.02%
615
385
$134K 0.02%
2,456
386
$134K 0.02%
12,899
387
$133K 0.02%
11,928
-1,520
388
$133K 0.02%
2,555
389
$132K 0.02%
4,600
+1,000
390
$131K 0.02%
2,180
391
$131K 0.02%
2,500
392
$130K 0.01%
1,670
393
$127K 0.01%
1,500
394
$125K 0.01%
2,316
+708
395
$124K 0.01%
1,800
396
$124K 0.01%
3,058
397
$124K 0.01%
1,766
398
$121K 0.01%
1,750
399
$121K 0.01%
2,260
400
$121K 0.01%
3,700
14 15
16
17 18