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
551
$42K ﹤0.01%
2,500
552
$42K ﹤0.01%
280
553
$41K ﹤0.01%
1,300
554
$41K ﹤0.01%
1,800
555
$41K ﹤0.01%
469
556
$41K ﹤0.01%
1,250
557
$40K ﹤0.01%
305
558
$40K ﹤0.01%
1,828
+260
559
$40K ﹤0.01%
435
560
$40K ﹤0.01%
2,624
561
$39K ﹤0.01%
705
562
$39K ﹤0.01%
295
563
$39K ﹤0.01%
1,000
564
$39K ﹤0.01%
407
565
$38K ﹤0.01%
2,500
566
$38K ﹤0.01%
850
567
$38K ﹤0.01%
890
568
$38K ﹤0.01%
1,404
569
$37K ﹤0.01%
655
570
$37K ﹤0.01%
580
-658
571
$37K ﹤0.01%
+2,716
572
$37K ﹤0.01%
1,500
573
$37K ﹤0.01%
900
574
$36K ﹤0.01%
1,526
575
$36K ﹤0.01%
315
21 22
23
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