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
751
$12K ﹤0.01%
10,488
752
$12K ﹤0.01%
950
753
$12K ﹤0.01%
200
754
$12K ﹤0.01%
165
755
$12K ﹤0.01%
600
756
$12K ﹤0.01%
90
757
$12K ﹤0.01%
360
-1,426
758
$11K ﹤0.01%
160
759
$11K ﹤0.01%
1,165
760
$11K ﹤0.01%
365
-400
761
$11K ﹤0.01%
+222
762
$11K ﹤0.01%
187
763
$11K ﹤0.01%
290
764
$10K ﹤0.01%
150
765
$10K ﹤0.01%
1,300
766
$10K ﹤0.01%
225
767
$10K ﹤0.01%
290
768
$10K ﹤0.01%
100
769
$10K ﹤0.01%
2,283
770
$10K ﹤0.01%
200
771
$10K ﹤0.01%
1,405
772
$10K ﹤0.01%
100
773
$10K ﹤0.01%
288
774
$10K ﹤0.01%
1,148
775
$9K ﹤0.01%
1,270
29 30
31
32 33