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
526
$49K 0.01%
580
527
$48K 0.01%
440
528
$48K 0.01%
2,450
-400
529
$48K 0.01%
2,500
530
$48K 0.01%
1,648
531
$47K 0.01%
975
532
$46K 0.01%
1,153
533
$46K 0.01%
300
534
$46K 0.01%
1,941
535
$45K 0.01%
2,520
536
$45K 0.01%
1,867
-1,485
537
$45K 0.01%
1,490
538
$45K 0.01%
1,292
-252
539
$45K 0.01%
+5,484
540
$45K 0.01%
872
541
$44K 0.01%
1,500
542
$44K 0.01%
644
543
$44K 0.01%
371
544
$44K 0.01%
2,684
-2,100
545
$43K ﹤0.01%
948
546
$43K ﹤0.01%
525
547
$43K ﹤0.01%
1,869
-3,550
548
$42K ﹤0.01%
979
+204
549
$42K ﹤0.01%
5,177
-645
550
$42K ﹤0.01%
+185
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