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
151
$1.23M 0.14%
9,410
152
$1.23M 0.14%
86,371
-12,358
153
$1.22M 0.14%
37,428
+640
154
$1.21M 0.14%
7,324
-307
155
$1.21M 0.14%
21,863
-929
156
$1.18M 0.13%
9,943
+759
157
$1.17M 0.13%
13,410
+40
158
$1.16M 0.13%
24,600
+1,000
159
$1.14M 0.13%
15,582
160
$1.14M 0.13%
8,653
161
$1.14M 0.13%
15,948
-1,248
162
$1.13M 0.13%
15,809
-323
163
$1.12M 0.13%
9,943
+2,232
164
$1.12M 0.13%
15,220
+350
165
$1.11M 0.13%
83,501
-15,563
166
$1.09M 0.12%
9,542
167
$1.08M 0.12%
833
-295
168
$1.08M 0.12%
35,120
-225
169
$1.07M 0.12%
44,774
+59
170
$1.07M 0.12%
8,138
+291
171
$1.07M 0.12%
17,919
172
$1.06M 0.12%
+23,521
173
$1.06M 0.12%
41,892
-18,900
174
$1.05M 0.12%
18,890
+300
175
$1.05M 0.12%
11,890
5 6
7
8 9