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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
901
– –
-1,704
902
– –
-907
903
– –
-2,000
904
– –
-2,616
905
$0 ﹤0.01%
1
906
$0 ﹤0.01%
13
907
$0 ﹤0.01%
12
908
– –
-350
909
– –
-1,190
910
$0 ﹤0.01%
12
911
$0 ﹤0.01%
3
912
$0 ﹤0.01%
53
913
$0 ﹤0.01%
68
914
$0 ﹤0.01%
3
915
– –
-616
916
$0 ﹤0.01%
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917
$0 ﹤0.01%
+26
918
$0 ﹤0.01%
9
919
$0 ﹤0.01%
3
920
$0 ﹤0.01%
132
921
$0 ﹤0.01%
5
922
$0 ﹤0.01%
3
923
– –
-948
924
$0 ﹤0.01%
5
-61
925
– –
-530
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