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
701
$18K ﹤0.01%
390
702
$17K ﹤0.01%
1,144
-14
703
$17K ﹤0.01%
400
704
$17K ﹤0.01%
240
705
$17K ﹤0.01%
1,729
706
$17K ﹤0.01%
760
707
$17K ﹤0.01%
594
-87
708
$17K ﹤0.01%
5
709
$17K ﹤0.01%
548
710
$17K ﹤0.01%
501
711
$16K ﹤0.01%
486
712
$16K ﹤0.01%
585
713
$16K ﹤0.01%
+1,200
714
$16K ﹤0.01%
1,260
-2
715
$16K ﹤0.01%
466
716
$15K ﹤0.01%
600
717
$15K ﹤0.01%
686
718
$15K ﹤0.01%
135
719
$15K ﹤0.01%
133
720
$15K ﹤0.01%
+728
721
$15K ﹤0.01%
324
722
$15K ﹤0.01%
784
723
$15K ﹤0.01%
225
724
$14K ﹤0.01%
1,375
725
$14K ﹤0.01%
445
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