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
426
$96K 0.01%
3,200
427
$96K 0.01%
2,108
428
$95K 0.01%
600
429
$94K 0.01%
2,610
-1,760
430
$93K 0.01%
109
+55
431
$93K 0.01%
4,300
432
$93K 0.01%
2,888
433
$91K 0.01%
6,686
434
$91K 0.01%
1,767
+260
435
$90K 0.01%
1,950
436
$90K 0.01%
1,230
437
$90K 0.01%
1,050
438
$89K 0.01%
+1,000
439
$88K 0.01%
837
+600
440
$88K 0.01%
1,286
441
$88K 0.01%
2,218
+360
442
$87K 0.01%
2,450
+290
443
$86K 0.01%
1,771
+1,549
444
$86K 0.01%
2,600
445
$86K 0.01%
2,900
446
$86K 0.01%
2,416
-3,925
447
$84K 0.01%
800
448
$83K 0.01%
1,157
449
$83K 0.01%
4,232
450
$82K 0.01%
1,200
16 17
18
19 20