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
476
$68K 0.01%
1,500
477
$68K 0.01%
1,457
-144
478
$68K 0.01%
1,459
479
$68K 0.01%
3,070
480
$67K 0.01%
1,000
481
$66K 0.01%
2,298
-349
482
$66K 0.01%
1,750
483
$66K 0.01%
3,050
-1,250
484
$65K 0.01%
3,350
485
$65K 0.01%
1,300
486
$65K 0.01%
3,400
487
$64K 0.01%
1,136
488
$63K 0.01%
4,200
489
$63K 0.01%
1,000
490
$62K 0.01%
2,288
491
$61K 0.01%
4,827
492
$61K 0.01%
2,351
493
$61K 0.01%
5,472
494
$61K 0.01%
1,030
495
$61K 0.01%
500
496
$58K 0.01%
2,775
497
$58K 0.01%
766
498
$58K 0.01%
4,908
499
$58K 0.01%
1,800
500
$57K 0.01%
1,204
18 19
20
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