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
576
$36K ﹤0.01%
743
577
$36K ﹤0.01%
750
578
$36K ﹤0.01%
2,122
579
$36K ﹤0.01%
1,056
580
$36K ﹤0.01%
400
581
$36K ﹤0.01%
688
582
$35K ﹤0.01%
2,890
583
$35K ﹤0.01%
745
584
$35K ﹤0.01%
461
585
$35K ﹤0.01%
2,315
-55
586
$35K ﹤0.01%
900
-36
587
$34K ﹤0.01%
376
588
$34K ﹤0.01%
1,030
589
$34K ﹤0.01%
775
+185
590
$34K ﹤0.01%
1,000
591
$34K ﹤0.01%
3,100
+200
592
$34K ﹤0.01%
400
593
$33K ﹤0.01%
472
594
$33K ﹤0.01%
3,000
595
$33K ﹤0.01%
66
596
$32K ﹤0.01%
400
597
$32K ﹤0.01%
3,000
598
$32K ﹤0.01%
850
599
$32K ﹤0.01%
256
600
$31K ﹤0.01%
1,982
22 23
24
25 26