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
726
$14K ﹤0.01%
1,034
727
$14K ﹤0.01%
310
728
$14K ﹤0.01%
700
729
$14K ﹤0.01%
400
730
$14K ﹤0.01%
1,244
731
$14K ﹤0.01%
500
732
$14K ﹤0.01%
1,435
733
$14K ﹤0.01%
200
734
$13K ﹤0.01%
584
-895
735
$13K ﹤0.01%
421
-46
736
$13K ﹤0.01%
365
737
$13K ﹤0.01%
500
-1,925
738
$13K ﹤0.01%
325
739
$13K ﹤0.01%
+23
740
$13K ﹤0.01%
35
741
$13K ﹤0.01%
830
742
$13K ﹤0.01%
50
743
$13K ﹤0.01%
280
744
$13K ﹤0.01%
375
745
$13K ﹤0.01%
1,205
746
$13K ﹤0.01%
624
747
$13K ﹤0.01%
295
748
$13K ﹤0.01%
183
749
$12K ﹤0.01%
500
750
$12K ﹤0.01%
740
28 29
30
31 32