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
701
$18K ﹤0.01%
500
702
$17K ﹤0.01%
760
703
$17K ﹤0.01%
240
704
$17K ﹤0.01%
501
705
$17K ﹤0.01%
548
706
$17K ﹤0.01%
5
707
$17K ﹤0.01%
594
-87
708
$17K ﹤0.01%
1,729
709
$17K ﹤0.01%
400
710
$17K ﹤0.01%
1,144
-14
711
$16K ﹤0.01%
466
712
$16K ﹤0.01%
1,260
-2
713
$16K ﹤0.01%
+1,200
714
$16K ﹤0.01%
585
715
$16K ﹤0.01%
486
716
$15K ﹤0.01%
+728
717
$15K ﹤0.01%
324
718
$15K ﹤0.01%
225
719
$15K ﹤0.01%
784
720
$15K ﹤0.01%
133
721
$15K ﹤0.01%
135
722
$15K ﹤0.01%
686
723
$15K ﹤0.01%
600
724
$14K ﹤0.01%
445
725
$14K ﹤0.01%
1,034
27 28
29
30 31