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
851
$3K ﹤0.01%
68
852
$3K ﹤0.01%
80
853
$3K ﹤0.01%
99
854
$3K ﹤0.01%
46
855
$3K ﹤0.01%
61
856
$3K ﹤0.01%
+100
857
$3K ﹤0.01%
47
858
$3K ﹤0.01%
120
859
$3K ﹤0.01%
268
860
$3K ﹤0.01%
500
861
$3K ﹤0.01%
206
862
$2K ﹤0.01%
20
863
$2K ﹤0.01%
75
864
$2K ﹤0.01%
44
865
$2K ﹤0.01%
150
866
$2K ﹤0.01%
93
867
$2K ﹤0.01%
54
868
$2K ﹤0.01%
60
-1,195
869
$2K ﹤0.01%
85
870
$2K ﹤0.01%
79
-907
871
$2K ﹤0.01%
1
872
$2K ﹤0.01%
278
873
$2K ﹤0.01%
62
874
$1K ﹤0.01%
299
-10
875
$1K ﹤0.01%
74
33 34
35
36 37