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
51
$5.23M 0.6%
51,427
-706
52
$5.22M 0.6%
148,440
-1,100
53
$5.13M 0.59%
53,597
+1,252
54
$5.09M 0.58%
177,355
+650
55
$4.93M 0.56%
44,473
+921
56
$4.85M 0.55%
41,479
57
$4.82M 0.55%
57,404
+760
58
$4.77M 0.54%
76,988
-500
59
$4.63M 0.53%
46,933
+1,055
60
$4.46M 0.51%
34,951
+45
61
$4.37M 0.5%
63,430
-415
62
$4.29M 0.49%
80,932
+1,262
63
$3.92M 0.45%
100,547
+2,126
64
$3.82M 0.44%
98,912
+2,212
65
$3.81M 0.44%
59,044
+95
66
$3.76M 0.43%
10,976
+575
67
$3.66M 0.42%
60,202
-271
68
$3.63M 0.41%
84,663
-2,227
69
$3.59M 0.41%
65,093
-486
70
$3.36M 0.38%
45,421
-148
71
$3.33M 0.38%
42,119
+3,496
72
$3.32M 0.38%
51,187
-797
73
$3.29M 0.38%
30,703
-3,591
74
$3.2M 0.37%
22,678
+1,553
75
$3.19M 0.36%
90,602
+8,000
1 2
3
4 5