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
176
$1.05M 0.12%
39,466
-1,784
177
$1.04M 0.12%
40,875
-1,869
178
$1.03M 0.12%
18,160
-100
179
$1.02M 0.12%
8,539
+55
180
$1.02M 0.12%
11,431
+1,926
181
$1.02M 0.12%
19,706
182
$999K 0.11%
79,457
-10,717
183
$973K 0.11%
91,986
-18,135
184
$949K 0.11%
24,483
-115
185
$942K 0.11%
17,816
+852
186
$942K 0.11%
31,520
-214
187
$928K 0.11%
13,594
+150
188
$907K 0.1%
63,970
-2,008
189
$902K 0.1%
11,129
-180
190
$871K 0.1%
15,052
+474
191
$852K 0.1%
13,300
192
$831K 0.09%
16,926
-1,533
193
$831K 0.09%
6,200
194
$824K 0.09%
16,785
-1,165
195
$815K 0.09%
12,203
+1,032
196
$791K 0.09%
5,794
+308
197
$791K 0.09%
10,838
198
$775K 0.09%
7,657
-699
199
$757K 0.09%
20,031
200
$751K 0.09%
9,240
-1,289
6 7
8
9 10