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
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%
4,786
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%
1,800
497
$58K 0.01%
2,775
498
$58K 0.01%
766
499
$58K 0.01%
4,908
500
$57K 0.01%
1,204
18 19
20
21 22