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
651
$24K ﹤0.01%
750
652
$24K ﹤0.01%
1,152
+900
653
$24K ﹤0.01%
242
654
$24K ﹤0.01%
225
655
$24K ﹤0.01%
852
656
$24K ﹤0.01%
204
657
$24K ﹤0.01%
1,151
658
$23K ﹤0.01%
500
659
$23K ﹤0.01%
868
660
$23K ﹤0.01%
868
661
$23K ﹤0.01%
954
662
$23K ﹤0.01%
570
663
$23K ﹤0.01%
250
664
$23K ﹤0.01%
448
665
$22K ﹤0.01%
211
666
$22K ﹤0.01%
730
667
$22K ﹤0.01%
980
668
$22K ﹤0.01%
198
669
$22K ﹤0.01%
700
670
$22K ﹤0.01%
440
+200
671
$21K ﹤0.01%
675
672
$21K ﹤0.01%
350
673
$21K ﹤0.01%
750
674
$21K ﹤0.01%
1,060
675
$21K ﹤0.01%
20,500
25 26
27
28 29