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
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%
90
756
$12K ﹤0.01%
360
-1,426
757
$12K ﹤0.01%
600
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%
2,352
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%
211
29 30
31
32 33