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
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