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
251
$327K 0.05%
+9,054
252
$321K 0.05%
+7,122
253
$319K 0.05%
+6,834
254
$316K 0.05%
+6,500
255
$312K 0.05%
+12,747
256
$312K 0.05%
+5,000
257
$311K 0.04%
+4,852
258
$311K 0.04%
+14,092
259
$303K 0.04%
+1,200
260
$299K 0.04%
+3,450
261
$299K 0.04%
+9,179
262
$296K 0.04%
+19,250
263
$288K 0.04%
+6,442
264
$288K 0.04%
+3,358
265
$285K 0.04%
+6,255
266
$284K 0.04%
+16,500
267
$282K 0.04%
+3,886
268
$273K 0.04%
+5,975
269
$272K 0.04%
+7,802
270
$270K 0.04%
+5,947
271
$267K 0.04%
+3,721
272
$266K 0.04%
+6,873
273
$266K 0.04%
+18,450
274
$257K 0.04%
+5,300
275
$251K 0.04%
+4,500
9 10
11
12 13