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
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%
47
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%
250
894
$1K ﹤0.01%
140
895
$1K ﹤0.01%
15
896
$1K ﹤0.01%
80
897
$1K ﹤0.01%
60
898
$1K ﹤0.01%
40
899
$1K ﹤0.01%
320
900
$0 ﹤0.01%
12
34 35
36
37 38