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
826
$5K ﹤0.01%
672
827
$5K ﹤0.01%
+65
828
$5K ﹤0.01%
+100
829
$5K ﹤0.01%
144
830
$5K ﹤0.01%
127
831
$5K ﹤0.01%
250
832
$5K ﹤0.01%
500
833
$5K ﹤0.01%
564
834
$5K ﹤0.01%
422
835
$4K ﹤0.01%
165
836
$4K ﹤0.01%
56
837
$4K ﹤0.01%
115
838
$4K ﹤0.01%
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839
$4K ﹤0.01%
119
840
$4K ﹤0.01%
94
841
$4K ﹤0.01%
145
842
$4K ﹤0.01%
110
843
$4K ﹤0.01%
174
844
$4K ﹤0.01%
+100
845
$4K ﹤0.01%
100
-101
846
$4K ﹤0.01%
257
847
$4K ﹤0.01%
309
848
$3K ﹤0.01%
68
849
$3K ﹤0.01%
+114
850
$3K ﹤0.01%
150
-708
32 33
34
35 36