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
401
$120K 0.01%
1,715
402
$120K 0.01%
3,900
403
$119K 0.01%
2,400
404
$119K 0.01%
7,698
405
$118K 0.01%
2,109
406
$117K 0.01%
2,900
407
$117K 0.01%
1,975
408
$116K 0.01%
8,390
409
$113K 0.01%
1,200
410
$111K 0.01%
4,350
411
$111K 0.01%
2,500
412
$109K 0.01%
3,901
-220
413
$108K 0.01%
1,200
414
$107K 0.01%
12,740
415
$107K 0.01%
454
+138
416
$103K 0.01%
4,750
-4,000
417
$102K 0.01%
4,150
-400
418
$102K 0.01%
2,127
419
$101K 0.01%
+2,687
420
$101K 0.01%
920
421
$99K 0.01%
1,184
+250
422
$97K 0.01%
4,007
-1,149
423
$97K 0.01%
1,687
-368
424
$97K 0.01%
2,170
425
$96K 0.01%
3,200
15 16
17
18 19