WTC

WhitTier Trust Company Portfolio holdings

AUM $4.41B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$7.12M
3
+$2.56M
4
CSCO icon
Cisco
CSCO
+$2.24M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.12M

Top Sells

1
+$708K
2
+$646K
3
+$646K
4
IYF icon
iShares US Financials ETF
IYF
+$569K
5
BIIB icon
Biogen
BIIB
+$554K

Sector Composition

1 Technology 12.88%
2 Financials 11.66%
3 Healthcare 10.51%
4 Industrials 7.77%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$704K 0.06%
8,270
-375
227
$703K 0.06%
4,565
228
$698K 0.06%
6,378
+900
229
$696K 0.06%
10,126
-4,827
230
$685K 0.06%
22,650
-600
231
$673K 0.06%
11,353
+1,105
232
$670K 0.05%
5,921
+169
233
$665K 0.05%
6,400
+1,447
234
$657K 0.05%
10,325
235
$641K 0.05%
16,178
+7,068
236
$639K 0.05%
13,359
237
$635K 0.05%
14,507
-233
238
$634K 0.05%
8,194
-98
239
$616K 0.05%
8,418
+706
240
$612K 0.05%
5,245
+1,247
241
$609K 0.05%
10,700
-100
242
$594K 0.05%
4,725
+2,500
243
$594K 0.05%
3,683
244
$587K 0.05%
4,326
+150
245
$586K 0.05%
54,685
-6,375
246
$578K 0.05%
28,132
-1,361
247
$577K 0.05%
3,415
248
$575K 0.05%
42,241
+2,566
249
$572K 0.05%
10,290
-6,744
250
$569K 0.05%
36,149
8 9
10
11 12