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
426
$96K 0.01%
2,108
427
$96K 0.01%
17,714
428
$95K 0.01%
600
429
$94K 0.01%
2,610
-1,760
430
$93K 0.01%
2,888
431
$93K 0.01%
2,150
432
$93K 0.01%
109
+55
433
$91K 0.01%
1,767
+260
434
$91K 0.01%
6,686
435
$90K 0.01%
1,050
436
$90K 0.01%
1,230
437
$90K 0.01%
1,950
438
$89K 0.01%
+1,000
439
$88K 0.01%
2,218
+360
440
$88K 0.01%
1,286
441
$88K 0.01%
837
+600
442
$87K 0.01%
2,450
+290
443
$86K 0.01%
2,416
-3,925
444
$86K 0.01%
2,900
445
$86K 0.01%
2,600
446
$86K 0.01%
1,771
+1,549
447
$84K 0.01%
800
448
$83K 0.01%
4,232
449
$83K 0.01%
1,157
450
$82K 0.01%
3,051
16 17
18
19 20