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
101
$2.13M 0.24%
27,143
+3,061
102
$2.09M 0.24%
47,445
-470
103
$2.08M 0.24%
19,955
-1,012
104
$2.05M 0.23%
18,081
+1,258
105
$2.03M 0.23%
37,890
-1,480
106
$1.95M 0.22%
72,520
-2,500
107
$1.9M 0.22%
31,742
-1,117
108
$1.88M 0.21%
100,612
+1,625
109
$1.86M 0.21%
7,712
-36
110
$1.85M 0.21%
31,148
-18
111
$1.84M 0.21%
12,094
-500
112
$1.79M 0.2%
62,514
-506
113
$1.78M 0.2%
18,222
+4,920
114
$1.77M 0.2%
19,452
+838
115
$1.75M 0.2%
18,789
-101
116
$1.73M 0.2%
33,226
-343
117
$1.69M 0.19%
24,108
-353
118
$1.69M 0.19%
66,618
+5,689
119
$1.68M 0.19%
35,105
-1,578
120
$1.66M 0.19%
20,955
+18
121
$1.66M 0.19%
11,223
-55
122
$1.65M 0.19%
116,430
-6,825
123
$1.64M 0.19%
30,328
+1,502
124
$1.61M 0.18%
36,000
125
$1.59M 0.18%
36,868
-1,600
3 4
5
6 7