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
26
$7.88M 0.9%
106,248
+1,041
27
$7.87M 0.9%
74,267
+555
28
$7.6M 0.87%
136,027
+916
29
$7.58M 0.87%
166,615
+1,175
30
$7.54M 0.86%
180,293
-7,917
31
$7.46M 0.85%
62,029
-702
32
$7.38M 0.84%
34
33
$7.33M 0.84%
213,319
-2,336
34
$7.29M 0.83%
222,277
-4,171
35
$7.28M 0.83%
56,029
+2,014
36
$7.14M 0.81%
38,233
+343
37
$6.71M 0.77%
54,270
-200
38
$6.66M 0.76%
158,380
+1,500
39
$6.65M 0.76%
79,703
+1,610
40
$6.63M 0.76%
146,192
-3,296
41
$6.6M 0.75%
118,255
-10,626
42
$6.5M 0.74%
125,374
-775
43
$6.4M 0.73%
112,073
+1,101
44
$6.35M 0.72%
54,861
-175
45
$6.14M 0.7%
149,916
+1,688
46
$6.02M 0.69%
33,629
-378
47
$5.83M 0.67%
68,935
+2,463
48
$5.54M 0.63%
141,080
+343
49
$5.53M 0.63%
173,780
-2,826
50
$5.41M 0.62%
39,418
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