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
451
$82K 0.01%
1,200
452
$81K 0.01%
1,452
-241
453
$80K 0.01%
2,900
454
$79K 0.01%
810
+140
455
$79K 0.01%
3,080
+290
456
$79K 0.01%
1,800
457
$77K 0.01%
1,740
458
$77K 0.01%
12,500
-5,000
459
$76K 0.01%
900
460
$76K 0.01%
3,430
+330
461
$75K 0.01%
571
462
$75K 0.01%
1,000
463
$73K 0.01%
1,876
464
$72K 0.01%
8,040
465
$72K 0.01%
5,336
466
$72K 0.01%
5,500
-2,000
467
$71K 0.01%
2,514
-829
468
$71K 0.01%
1,754
469
$71K 0.01%
1,215
470
$70K 0.01%
2,972
471
$70K 0.01%
590
+40
472
$69K 0.01%
1,226
473
$69K 0.01%
695
474
$69K 0.01%
3,280
475
$68K 0.01%
500
17 18
19
20 21