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
651
$24K ﹤0.01%
393
652
$24K ﹤0.01%
602
653
$24K ﹤0.01%
204
654
$24K ﹤0.01%
750
655
$24K ﹤0.01%
1,151
656
$24K ﹤0.01%
225
657
$24K ﹤0.01%
852
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