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
201
$746K 0.09%
22,373
202
$746K 0.09%
5,492
-554
203
$742K 0.08%
14,503
-1,292
204
$732K 0.08%
20,602
-102
205
$688K 0.08%
10,367
-845
206
$685K 0.08%
18,882
-1,300
207
$671K 0.08%
6,634
+2,778
208
$667K 0.08%
11,526
+647
209
$663K 0.08%
6,235
-150
210
$658K 0.08%
7,252
+381
211
$655K 0.07%
11,550
-1,200
212
$651K 0.07%
5,580
213
$650K 0.07%
8,838
214
$648K 0.07%
7,781
215
$647K 0.07%
15,050
+1,200
216
$641K 0.07%
12,468
-1,101
217
$638K 0.07%
31,218
-312
218
$635K 0.07%
16,730
219
$635K 0.07%
8,400
220
$629K 0.07%
6,600
221
$628K 0.07%
6,800
-50
222
$624K 0.07%
9,840
-185
223
$617K 0.07%
7,915
+150
224
$609K 0.07%
10,484
225
$608K 0.07%
7,970
7 8
9
10 11