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
276
$246K 0.04%
+6,063
277
$246K 0.04%
+33,000
278
$245K 0.04%
+1,648
279
$243K 0.04%
+4,000
280
$242K 0.03%
+7,500
281
$242K 0.03%
+7,333
282
$241K 0.03%
+2,350
283
$241K 0.03%
+6,657
284
$241K 0.03%
+9,625
285
$240K 0.03%
+5,438
286
$238K 0.03%
+3,650
287
$235K 0.03%
+4,370
288
$233K 0.03%
+16,350
289
$229K 0.03%
+6,775
290
$228K 0.03%
+2,170
291
$224K 0.03%
+4,445
292
$223K 0.03%
+3,515
293
$220K 0.03%
+8,450
294
$218K 0.03%
+6,440
295
$217K 0.03%
+62,125
296
$216K 0.03%
+7,687
297
$216K 0.03%
+6,894
298
$216K 0.03%
+6,623
299
$214K 0.03%
+5,125
300
$214K 0.03%
+4,656
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