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
826
$5K ﹤0.01%
+65
827
$5K ﹤0.01%
+100
828
$5K ﹤0.01%
144
829
$5K ﹤0.01%
127
830
$5K ﹤0.01%
250
831
$5K ﹤0.01%
500
832
$5K ﹤0.01%
564
833
$5K ﹤0.01%
422
834
$5K ﹤0.01%
200
835
$4K ﹤0.01%
165
836
$4K ﹤0.01%
56
837
$4K ﹤0.01%
115
838
$4K ﹤0.01%
188
839
$4K ﹤0.01%
119
840
$4K ﹤0.01%
94
841
$4K ﹤0.01%
145
842
$4K ﹤0.01%
175
843
$4K ﹤0.01%
+100
844
$4K ﹤0.01%
100
-101
845
$4K ﹤0.01%
257
846
$4K ﹤0.01%
309
847
$4K ﹤0.01%
110
848
$3K ﹤0.01%
68
849
$3K ﹤0.01%
+114
850
$3K ﹤0.01%
150
-708
32 33
34
35 36