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
776
$9K ﹤0.01%
211
777
$9K ﹤0.01%
112
778
$9K ﹤0.01%
175
779
$9K ﹤0.01%
455
780
$9K ﹤0.01%
52
781
$9K ﹤0.01%
524
782
$9K ﹤0.01%
+404
783
$9K ﹤0.01%
225
784
$9K ﹤0.01%
1,735
785
$9K ﹤0.01%
360
786
$9K ﹤0.01%
1,275
787
$8K ﹤0.01%
55
788
$8K ﹤0.01%
1,160
789
$8K ﹤0.01%
174
790
$8K ﹤0.01%
75
791
$8K ﹤0.01%
446
-1,994
792
$8K ﹤0.01%
300
793
$8K ﹤0.01%
200
794
$8K ﹤0.01%
155
795
$8K ﹤0.01%
600
796
$8K ﹤0.01%
303
797
$8K ﹤0.01%
506
798
$8K ﹤0.01%
750
799
$7K ﹤0.01%
115
800
$7K ﹤0.01%
131
30 31
32
33 34