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
251
$552K 0.05%
5,755
-111
252
$548K 0.04%
22,906
+2,029
253
$539K 0.04%
12,995
-150
254
$537K 0.04%
5,298
+170
255
$536K 0.04%
9,511
+3,883
256
$535K 0.04%
6,649
-100
257
$524K 0.04%
5,530
-341
258
$523K 0.04%
17,370
+3,170
259
$520K 0.04%
13,389
-1,000
260
$519K 0.04%
15,250
261
$512K 0.04%
11,751
-8,652
262
$506K 0.04%
6,020
263
$502K 0.04%
8,507
264
$494K 0.04%
5,400
+700
265
$492K 0.04%
9,115
266
$487K 0.04%
8,578
-1,011
267
$476K 0.04%
+14,900
268
$474K 0.04%
19,360
+3,160
269
$469K 0.04%
2,704
270
$461K 0.04%
4,923
271
$456K 0.04%
2,955
+2,055
272
$449K 0.04%
4,122
+2,892
273
$441K 0.04%
8,557
+1,561
274
$438K 0.04%
5,220
275
$435K 0.04%
2,595
9 10
11
12 13