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
876
$1K ﹤0.01%
27
-916
877
$1K ﹤0.01%
20
878
$1K ﹤0.01%
104
-22
879
$1K ﹤0.01%
44
-145
880
$1K ﹤0.01%
34
881
$1K ﹤0.01%
31
882
$1K ﹤0.01%
11
883
$1K ﹤0.01%
15
884
$1K ﹤0.01%
44
885
$1K ﹤0.01%
50
886
$1K ﹤0.01%
40
887
$1K ﹤0.01%
30
888
$1K ﹤0.01%
115
889
$1K ﹤0.01%
12
890
$1K ﹤0.01%
63
891
$1K ﹤0.01%
58
892
$1K ﹤0.01%
135
893
$1K ﹤0.01%
140
894
$1K ﹤0.01%
15
895
$1K ﹤0.01%
80
896
$1K ﹤0.01%
60
897
$1K ﹤0.01%
40
898
$1K ﹤0.01%
320
899
$1K ﹤0.01%
250
900
$0 ﹤0.01%
15
34 35
36
37 38