WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$924K
2
+$913K
3
+$517K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$481K
5
SHW icon
Sherwin-Williams
SHW
+$479K

Top Sells

1
+$611K
2
+$515K
3
+$491K
4
CVX icon
Chevron
CVX
+$412K
5
OXY icon
Occidental Petroleum
OXY
+$411K

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%
+1,781
610
$29K ﹤0.01%
744
611
$29K ﹤0.01%
452
612
$29K ﹤0.01%
697
613
$29K ﹤0.01%
252
614
$29K ﹤0.01%
700
615
$29K ﹤0.01%
3,375
616
$29K ﹤0.01%
1,409
+668
617
$29K ﹤0.01%
1,230
618
$29K ﹤0.01%
373
619
$28K ﹤0.01%
1,000
620
$28K ﹤0.01%
325
+40
621
$28K ﹤0.01%
449
622
$28K ﹤0.01%
1,242
623
$27K ﹤0.01%
475
624
$27K ﹤0.01%
750
625
$27K ﹤0.01%
757
23 24
25
26 27