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
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$17.2M
3
+$14.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.4M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.06%
+6,040
227
$432K 0.06%
+8,345
228
$429K 0.06%
+7,279
229
$425K 0.06%
+7,527
230
$419K 0.06%
+6,974
231
$413K 0.06%
+12,103
232
$412K 0.06%
+11,200
233
$411K 0.06%
+5,114
234
$405K 0.06%
+9,867
235
$405K 0.06%
+17,120
236
$404K 0.06%
+23,370
237
$398K 0.06%
+12,235
238
$393K 0.06%
+14,235
239
$392K 0.06%
+10,486
240
$391K 0.06%
+3,960
241
$383K 0.06%
+4,215
242
$377K 0.05%
+9,585
243
$369K 0.05%
+14,625
244
$361K 0.05%
+7,000
245
$357K 0.05%
+5,165
246
$352K 0.05%
+6,316
247
$352K 0.05%
+26,746
248
$350K 0.05%
+997,200
249
$341K 0.05%
+18,332
250
$330K 0.05%
+11,330
8 9
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