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
$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
276
$427K 0.03%
7,122
277
$425K 0.03%
7,083
+4,445
278
$420K 0.03%
3,627
+1,313
279
$420K 0.03%
5,811
280
$410K 0.03%
5,410
+325
281
$408K 0.03%
11,652
-114
282
$403K 0.03%
3,775
-525
283
$398K 0.03%
1,656
+200
284
$392K 0.03%
8,010
+3,042
285
$391K 0.03%
4,500
+200
286
$383K 0.03%
2,702
287
$381K 0.03%
3,154
+940
288
$380K 0.03%
8,050
289
$377K 0.03%
13,583
-2,176
290
$377K 0.03%
6,900
291
$376K 0.03%
24,390
+2,525
292
$374K 0.03%
6,200
293
$372K 0.03%
9,889
+800
294
$372K 0.03%
1,552
+540
295
$371K 0.03%
3,511
+2,678
296
$369K 0.03%
13,375
+1,805
297
$367K 0.03%
7,324
+2,580
298
$366K 0.03%
5,581
299
$362K 0.03%
7,110
-300
300
$357K 0.03%
1,527
+583
10 11
12
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