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
76
$3.17M 0.36%
30,696
+750
77
$3.13M 0.36%
88,608
+12,028
78
$3.13M 0.36%
37,609
79
$3.13M 0.36%
41,215
-622
80
$3.04M 0.35%
93,098
+2,034
81
$2.92M 0.33%
68,801
+170
82
$2.86M 0.33%
42,089
+2,844
83
$2.72M 0.31%
148,447
+9,754
84
$2.6M 0.3%
57,641
+5,524
85
$2.53M 0.29%
103,887
-165
86
$2.52M 0.29%
92,677
-500
87
$2.49M 0.28%
18,146
-776
88
$2.41M 0.28%
20,240
+95
89
$2.36M 0.27%
20,928
-493
90
$2.3M 0.26%
45,434
-995
91
$2.25M 0.26%
25,428
+585
92
$2.25M 0.26%
18,135
+355
93
$2.24M 0.26%
26,344
+77
94
$2.24M 0.26%
23,009
+188
95
$2.23M 0.25%
14,207
96
$2.19M 0.25%
27,427
-890
97
$2.18M 0.25%
34,299
-3,495
98
$2.17M 0.25%
14,621
-442
99
$2.16M 0.25%
54,478
-6,322
100
$2.15M 0.25%
27,231
-1,528
2 3
4
5 6