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
676
$21K ﹤0.01%
1,119
677
$20K ﹤0.01%
243
678
$20K ﹤0.01%
1,000
679
$20K ﹤0.01%
180
680
$20K ﹤0.01%
297
+86
681
$20K ﹤0.01%
260
682
$20K ﹤0.01%
118
683
$20K ﹤0.01%
735
684
$20K ﹤0.01%
680
+20
685
$19K ﹤0.01%
230
686
$19K ﹤0.01%
2,090
687
$19K ﹤0.01%
700
688
$19K ﹤0.01%
480
689
$19K ﹤0.01%
300
690
$19K ﹤0.01%
917
691
$18K ﹤0.01%
415
692
$18K ﹤0.01%
2,250
693
$18K ﹤0.01%
500
694
$18K ﹤0.01%
435
695
$18K ﹤0.01%
284
696
$18K ﹤0.01%
+799
697
$18K ﹤0.01%
320
698
$18K ﹤0.01%
334
699
$18K ﹤0.01%
435
+100
700
$18K ﹤0.01%
700
26 27
28
29 30