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
601
$31K ﹤0.01%
331
602
$30K ﹤0.01%
284
603
$30K ﹤0.01%
1,149
604
$30K ﹤0.01%
1,400
605
$30K ﹤0.01%
1,497
606
$30K ﹤0.01%
25
607
$30K ﹤0.01%
424
608
$30K ﹤0.01%
1,300
609
$29K ﹤0.01%
700
610
$29K ﹤0.01%
3,375
611
$29K ﹤0.01%
1,409
+668
612
$29K ﹤0.01%
1,230
613
$29K ﹤0.01%
373
614
$29K ﹤0.01%
697
615
$29K ﹤0.01%
252
616
$29K ﹤0.01%
+1,781
617
$29K ﹤0.01%
744
618
$29K ﹤0.01%
452
619
$28K ﹤0.01%
1,000
620
$28K ﹤0.01%
325
+40
621
$28K ﹤0.01%
1,242
622
$28K ﹤0.01%
449
623
$27K ﹤0.01%
475
624
$27K ﹤0.01%
750
625
$27K ﹤0.01%
757
23 24
25
26 27