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
501
$57K 0.01%
2,361
502
$57K 0.01%
3,000
503
$57K 0.01%
3,647
-704
504
$57K 0.01%
1,383
+1,115
505
$57K 0.01%
1,514
506
$56K 0.01%
570
507
$55K 0.01%
850
508
$55K 0.01%
1,500
509
$54K 0.01%
990
510
$54K 0.01%
1,325
511
$54K 0.01%
3,076
512
$54K 0.01%
2,817
513
$54K 0.01%
613
514
$54K 0.01%
1,515
515
$53K 0.01%
+2,267
516
$52K 0.01%
1,340
517
$52K 0.01%
1,000
518
$52K 0.01%
1,366
519
$51K 0.01%
1,400
520
$51K 0.01%
2,088
521
$51K 0.01%
1,484
522
$50K 0.01%
600
523
$50K 0.01%
1,050
524
$49K 0.01%
375
525
$49K 0.01%
1,000
19 20
21
22 23