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
776
$9K ﹤0.01%
175
777
$9K ﹤0.01%
455
778
$9K ﹤0.01%
52
779
$9K ﹤0.01%
524
780
$9K ﹤0.01%
225
781
$9K ﹤0.01%
1,735
782
$9K ﹤0.01%
360
783
$9K ﹤0.01%
1,275
784
$9K ﹤0.01%
1,270
785
$9K ﹤0.01%
112
786
$9K ﹤0.01%
+404
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%
200
793
$8K ﹤0.01%
155
794
$8K ﹤0.01%
600
795
$8K ﹤0.01%
303
796
$8K ﹤0.01%
506
797
$8K ﹤0.01%
750
798
$8K ﹤0.01%
300
799
$7K ﹤0.01%
115
800
$7K ﹤0.01%
131
30 31
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