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
801
$7K ﹤0.01%
52
802
$7K ﹤0.01%
153
803
$7K ﹤0.01%
115
804
$7K ﹤0.01%
330
805
$7K ﹤0.01%
350
806
$7K ﹤0.01%
197
807
$7K ﹤0.01%
600
808
$7K ﹤0.01%
+383
809
$6K ﹤0.01%
40
810
$6K ﹤0.01%
+1,040
811
$6K ﹤0.01%
150
812
$6K ﹤0.01%
+275
813
$6K ﹤0.01%
185
814
$6K ﹤0.01%
438
815
$6K ﹤0.01%
1,105
816
$6K ﹤0.01%
+80
817
$6K ﹤0.01%
+130
818
$6K ﹤0.01%
+58
819
$6K ﹤0.01%
+165
820
$6K ﹤0.01%
527
821
$6K ﹤0.01%
219
822
$6K ﹤0.01%
300
823
$6K ﹤0.01%
150
824
$6K ﹤0.01%
75
825
$5K ﹤0.01%
672
31 32
33
34 35