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
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%
206
860
$3K ﹤0.01%
268
861
$3K ﹤0.01%
500
862
$2K ﹤0.01%
20
863
$2K ﹤0.01%
75
864
$2K ﹤0.01%
44
865
$2K ﹤0.01%
150
866
$2K ﹤0.01%
62
867
$2K ﹤0.01%
93
868
$2K ﹤0.01%
54
869
$2K ﹤0.01%
60
-1,195
870
$2K ﹤0.01%
85
871
$2K ﹤0.01%
79
-907
872
$2K ﹤0.01%
1
873
$2K ﹤0.01%
278
874
$1K ﹤0.01%
299
-10
875
$1K ﹤0.01%
74
33 34
35
36 37