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
126
$1.59M 0.18%
14,718
-663
127
$1.58M 0.18%
36,110
-500
128
$1.57M 0.18%
18,122
+60
129
$1.56M 0.18%
70,502
+11,400
130
$1.55M 0.18%
61,304
+9,070
131
$1.53M 0.17%
21,420
+295
132
$1.52M 0.17%
15,175
-1,500
133
$1.51M 0.17%
59,092
-4,988
134
$1.49M 0.17%
25,493
+1,198
135
$1.49M 0.17%
18,458
+2,164
136
$1.48M 0.17%
16,076
-372
137
$1.47M 0.17%
19,778
138
$1.44M 0.16%
12,821
+1,279
139
$1.44M 0.16%
20,566
-6,901
140
$1.41M 0.16%
17,121
-450
141
$1.4M 0.16%
32,269
+678
142
$1.37M 0.16%
26,843
+1,844
143
$1.35M 0.15%
13,476
-593
144
$1.33M 0.15%
17,553
-926
145
$1.33M 0.15%
43,068
+1,903
146
$1.32M 0.15%
17,401
147
$1.32M 0.15%
44,075
148
$1.28M 0.15%
16,219
+180
149
$1.28M 0.15%
16,507
-1,534
150
$1.26M 0.14%
16,137
-938
4 5
6
7 8